LB
Legacy Bridge’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497 | Buy |
+4
| New | +$497 | ﹤0.01% | 292 |
|
|
2024
Q1 | – | Sell |
-5,423
| Closed | -$490K | – | 319 |
|
|
2023
Q4 | $490K | Sell |
5,423
-923
| -15% | -$83.3K | 0.32% | 97 |
|
|
2023
Q3 | $514K | Sell |
6,346
-250
| -4% | -$20.3K | 0.37% | 95 |
|
|
2023
Q2 | $589K | Sell |
6,596
-500
| -7% | -$44.6K | 0.39% | 91 |
|
|
2023
Q1 | $711K | Hold |
7,096
| – | – | 0.5% | 86 |
|
|
2022
Q4 | $617K | Hold |
7,096
| – | – | 0.44% | 86 |
|
|
2022
Q3 | $669K | Hold |
7,096
| – | – | 0.53% | 79 |
|
|
2022
Q2 | $670K | Hold |
7,096
| – | – | 0.49% | 82 |
|
|
2022
Q1 | $973K | Hold |
7,096
| – | – | 0.57% | 78 |
|
|
2021
Q4 | $1.1M | Sell |
7,096
-25
| -0.4% | -$3.87K | 0.57% | 77 |
|
|
2021
Q3 | $1.21M | Buy |
7,121
+75
| +1% | +$12.7K | 0.69% | 59 |
|
|
2021
Q2 | $1.24M | Sell |
7,046
-100
| -1% | -$17.6K | 0.7% | 56 |
|
|
2021
Q1 | $1.32M | Sell |
7,146
-25
| -0.3% | -$4.61K | 0.85% | 38 |
|
|
2020
Q4 | $1.3M | Buy |
7,171
+850
| +13% | +$154K | 0.94% | 29 |
|
|
2020
Q3 | $784K | Sell |
6,321
-75
| -1% | -$9.3K | 0.72% | 53 |
|
|
2020
Q2 | $713K | Sell |
6,396
-478
| -7% | -$53.3K | 0.78% | 43 |
|
|
2020
Q1 | $664K | Sell |
6,874
-2,808
| -29% | -$271K | 0.84% | 35 |
|
|
2019
Q4 | $1.4M | Sell |
9,682
-3,199
| -25% | -$463K | 1.16% | 13 |
|
|
2019
Q3 | $1.68M | Sell |
12,881
-628
| -5% | -$81.9K | 1.6% | 4 |
|
|
2019
Q2 | $1.89M | Buy |
13,509
+4,545
| +51% | +$635K | 1.82% | 3 |
|
|
2019
Q1 | $995K | Buy |
8,964
+4,377
| +95% | +$486K | 1.03% | 14 |
|
|
2018
Q4 | $503K | Buy |
+4,587
| New | +$503K | 0.62% | 58 |
|