LFA
Legacy Financial Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
13,445
+442
| +3% | +$54.8K | 0.26% | 62 |
|
|
2025
Q1 | $1.28M | Sell |
13,003
-33
| -0.3% | -$3.26K | 0.21% | 81 |
|
|
2024
Q4 | $1.45M | Buy |
13,036
+941
| +8% | +$105K | 0.24% | 69 |
|
|
2024
Q3 | $1.16M | Sell |
12,095
-408
| -3% | -$39.2K | 0.2% | 86 |
|
|
2024
Q2 | $1.24M | Buy |
12,503
+239
| +2% | +$23.7K | 0.22% | 72 |
|
|
2024
Q1 | $1.5M | Buy |
12,264
+1,265
| +12% | +$155K | 0.27% | 67 |
|
|
2023
Q4 | $993K | Buy |
10,999
+2,712
| +33% | +$245K | 0.19% | 85 |
|
|
2023
Q3 | $672K | Buy |
8,287
+1,236
| +18% | +$100K | 0.13% | 99 |
|
|
2023
Q2 | $629K | Buy |
7,051
+989
| +16% | +$88.3K | 0.12% | 103 |
|
|
2023
Q1 | $607K | Buy |
6,062
+468
| +8% | +$46.9K | 0.12% | 100 |
|
|
2022
Q4 | $486K | Sell |
5,594
-1,879
| -25% | -$163K | 0.1% | 114 |
|
|
2022
Q3 | $705K | Buy |
7,473
+2,643
| +55% | +$249K | 0.17% | 68 |
|
|
2022
Q2 | $456K | Sell |
4,830
-1,065
| -18% | -$101K | 0.11% | 98 |
|
|
2022
Q1 | $809K | Buy |
5,895
+1,115
| +23% | +$153K | 0.18% | 62 |
|
|
2021
Q4 | $740K | Buy |
4,780
+689
| +17% | +$107K | 0.17% | 62 |
|
|
2021
Q3 | $692K | Buy |
4,091
+196
| +5% | +$33.2K | 0.17% | 57 |
|
|
2021
Q2 | $685K | Buy |
3,895
+50
| +1% | +$8.79K | 0.17% | 51 |
|
|
2021
Q1 | $709K | Buy |
3,845
+425
| +12% | +$78.4K | 0.19% | 48 |
|
|
2020
Q4 | $620K | Buy |
3,420
+373
| +12% | +$67.6K | 0.18% | 51 |
|
|
2020
Q3 | $378K | Buy |
+3,047
| New | +$378K | 0.12% | 67 |
|
|
2020
Q1 | – | Sell |
-7,719
| Closed | -$1.12M | – | 76 |
|
|
2019
Q4 | $1.12M | Buy |
7,719
+23
| +0.3% | +$3.33K | 0.35% | 28 |
|
|
2019
Q3 | $1M | Sell |
7,696
-123
| -2% | -$16K | 0.33% | 29 |
|
|
2019
Q2 | $1.09M | Sell |
7,819
-408
| -5% | -$57K | 0.39% | 23 |
|
|
2019
Q1 | $913K | Buy |
8,227
+704
| +9% | +$78.1K | 0.31% | 31 |
|
|
2018
Q4 | $825K | Buy |
7,523
+730
| +11% | +$80.1K | 0.32% | 34 |
|
|
2018
Q3 | $794K | Sell |
6,793
-39
| -0.6% | -$4.56K | 0.29% | 34 |
|
|
2018
Q2 | $752K | Buy |
6,832
+4,618
| +209% | +$508K | 0.29% | 32 |
|
|
2018
Q1 | $224K | Buy |
2,214
+25
| +1% | +$2.53K | 0.09% | 101 |
|
|
2017
Q4 | $235K | Buy |
+2,189
| New | +$235K | 0.1% | 97 |
|