LA
Legacy Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-32,756
| Closed | -$3.23M | – | 127 |
|
|
2025
Q1 | $3.23M | Sell |
32,756
-286
| -0.9% | -$28.2K | 0.33% | 62 |
|
|
2024
Q4 | $3.68M | Buy |
33,042
+1,986
| +6% | +$221K | 0.36% | 52 |
|
|
2024
Q3 | $2.99M | Buy |
31,056
+1,076
| +4% | +$104K | 0.32% | 61 |
|
|
2024
Q2 | $2.98M | Buy |
29,980
+1,163
| +4% | +$115K | 0.36% | 52 |
|
|
2024
Q1 | $3.53M | Sell |
28,817
-6,258
| -18% | -$766K | 0.45% | 43 |
|
|
2023
Q4 | $3.18M | Sell |
35,075
-4,458
| -11% | -$404K | 0.41% | 46 |
|
|
2023
Q3 | $3.2M | Sell |
39,533
-686
| -2% | -$55.6K | 0.52% | 46 |
|
|
2023
Q2 | $3.59M | Sell |
40,219
-774
| -2% | -$69.1K | 0.53% | 39 |
|
|
2023
Q1 | $4.1M | Buy |
40,993
+1,507
| +4% | +$151K | 0.76% | 24 |
|
|
2022
Q4 | $3.43M | Buy |
39,486
+6,312
| +19% | +$548K | 0.63% | 34 |
|
|
2022
Q3 | $3.13M | Buy |
33,174
+1,104
| +3% | +$104K | 0.69% | 26 |
|
|
2022
Q2 | $3.03M | Buy |
32,070
+17,195
| +116% | +$1.62M | 0.64% | 22 |
|
|
2022
Q1 | $2.04M | Buy |
14,875
+621
| +4% | +$85.2K | 0.4% | 47 |
|
|
2021
Q4 | $2.21M | Sell |
14,254
-212
| -1% | -$32.8K | 0.81% | 25 |
|
|
2021
Q3 | $2.45M | Buy |
14,466
+373
| +3% | +$63.1K | 0.98% | 21 |
|
|
2021
Q2 | $2.48M | Hold |
14,093
| – | – | 1.01% | 21 |
|
|
2021
Q1 | $2.6M | Hold |
14,093
| – | – | 1.15% | 20 |
|
|
2020
Q4 | $2.55M | Hold |
14,093
| – | – | 1.45% | 19 |
|
|
2020
Q3 | $1.75M | Sell |
14,093
-4,595
| -25% | -$570K | 1.16% | 21 |
|
|
2020
Q2 | $2.08M | Buy |
18,688
+301
| +2% | +$33.6K | 1.65% | 18 |
|
|
2020
Q1 | $1.78M | Buy |
18,387
+2,425
| +15% | +$234K | 1.78% | 16 |
|
|
2019
Q4 | $2.31M | Buy |
15,962
+400
| +3% | +$57.9K | 1.47% | 18 |
|
|
2019
Q3 | $2.03M | Sell |
15,562
-14
| -0.1% | -$1.82K | 1.52% | 16 |
|
|
2019
Q2 | $2.18M | Sell |
15,576
-15,576
| -50% | -$2.18M | 1.47% | 15 |
|
|
2019
Q1 | $3.46M | Buy |
31,152
+15,088
| +94% | +$1.67M | 1.12% | 22 |
|
|
2018
Q4 | $1.76M | Buy |
16,064
+599
| +4% | +$65.7K | 1.34% | 19 |
|
|
2018
Q3 | $1.81M | Buy |
15,465
+103
| +0.7% | +$12K | 0.89% | 28 |
|
|
2018
Q2 | $1.61M | Buy |
15,362
+30
| +0.2% | +$3.14K | 1.2% | 19 |
|
|
2018
Q1 | $1.54M | Buy |
15,332
+14,040
| +1,087% | +$1.41M | 1.14% | 23 |
|
|
2017
Q4 | $139K | Sell |
1,292
-43
| -3% | -$4.63K | 0.14% | 71 |
|
|
2017
Q3 | $131K | Buy |
1,335
+43
| +3% | +$4.22K | 0.15% | 66 |
|
|
2017
Q2 | $137K | Sell |
1,292
-100
| -7% | -$10.6K | 0.17% | 59 |
|
|
2017
Q1 | $157K | Buy |
1,392
+11
| +0.8% | +$1.24K | 0.21% | 50 |
|
|
2016
Q4 | $144K | Buy |
+1,381
| New | +$144K | 0.2% | 55 |
|