LCM
Liberty Capital Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $724K | Sell |
5,836
-47
| -0.8% | -$5.83K | 0.15% | 99 |
|
|
2025
Q1 | $581K | Buy |
5,883
+47
| +0.8% | +$4.64K | 0.13% | 104 |
|
|
2024
Q4 | $650K | Sell |
5,836
-792
| -12% | -$88.2K | 0.14% | 97 |
|
|
2024
Q3 | $638K | Buy |
6,628
+292
| +5% | +$28.1K | 0.14% | 98 |
|
|
2024
Q2 | $629K | Sell |
6,336
-500
| -7% | -$49.6K | 0.15% | 97 |
|
|
2024
Q1 | $836K | Sell |
6,836
-31
| -0.5% | -$3.79K | 0.21% | 89 |
|
|
2023
Q4 | $620K | Sell |
6,867
-2,345
| -25% | -$212K | 0.16% | 95 |
|
|
2023
Q3 | $747K | Sell |
9,212
-15,614
| -63% | -$1.27M | 0.22% | 86 |
|
|
2023
Q2 | $2.22M | Buy |
24,826
+370
| +2% | +$33K | 0.66% | 47 |
|
|
2023
Q1 | $2.45M | Buy |
24,456
+126
| +0.5% | +$12.6K | 0.81% | 41 |
|
|
2022
Q4 | $2.11M | Sell |
24,330
-2,730
| -10% | -$237K | 0.73% | 45 |
|
|
2022
Q3 | $2.55M | Buy |
27,060
+166
| +0.6% | +$15.7K | 0.96% | 34 |
|
|
2022
Q2 | $2.54M | Sell |
26,894
-1,517
| -5% | -$143K | 0.9% | 40 |
|
|
2022
Q1 | $3.9M | Sell |
28,411
-120
| -0.4% | -$16.5K | 1.14% | 28 |
|
|
2021
Q4 | $4.42M | Sell |
28,531
-555
| -2% | -$86K | 1.19% | 25 |
|
|
2021
Q3 | $4.92M | Buy |
29,086
+7
| +0% | +$1.18K | 1.45% | 21 |
|
|
2021
Q2 | $5.11M | Buy |
29,079
+72
| +0.2% | +$12.7K | 1.55% | 20 |
|
|
2021
Q1 | $5.35M | Sell |
29,007
-237
| -0.8% | -$43.7K | 1.85% | 17 |
|
|
2020
Q4 | $5.3M | Buy |
+29,244
| New | +$5.3M | 1.92% | 14 |
|
|
2020
Q2 | $3.12M | Sell |
27,996
-1,270
| -4% | -$142K | 1.35% | 26 |
|
|
2020
Q1 | $2.83M | Buy |
29,266
+116
| +0.4% | +$11.2K | 1.48% | 23 |
|
|
2019
Q4 | $4.22M | Sell |
29,150
-103
| -0.4% | -$14.9K | 1.74% | 21 |
|
|
2019
Q3 | $3.81M | Sell |
29,253
-133
| -0.5% | -$17.3K | 1.68% | 22 |
|
|
2019
Q2 | $4.1M | Sell |
29,386
-66
| -0.2% | -$9.22K | 1.84% | 18 |
|
|
2019
Q1 | $3.27M | Buy |
29,452
+602
| +2% | +$66.8K | 1.65% | 21 |
|
|
2018
Q4 | $3.16M | Buy |
28,850
+477
| +2% | +$52.3K | 1.94% | 19 |
|
|
2018
Q3 | $3.32M | Sell |
28,373
-92
| -0.3% | -$10.8K | 1.73% | 21 |
|
|
2018
Q2 | $2.98M | Sell |
28,465
-221
| -0.8% | -$23.2K | 1.74% | 20 |
|
|
2018
Q1 | $2.88M | Sell |
28,686
-148
| -0.5% | -$14.9K | 1.74% | 22 |
|
|
2017
Q4 | $3.24M | Buy |
28,834
+560
| +2% | +$63K | 1.72% | 20 |
|
|
2017
Q3 | $2.81M | Buy |
28,274
+488
| +2% | +$48.5K | 1.54% | 24 |
|
|
2017
Q2 | $2.89M | Buy |
27,786
+165
| +0.6% | +$17.1K | 1.75% | 21 |
|
|
2017
Q1 | $3.13M | Sell |
27,621
-196
| -0.7% | -$22.2K | 1.88% | 14 |
|
|
2016
Q4 | $3M | Buy |
27,817
+340
| +1% | +$36.7K | 1.95% | 13 |
|
|
2016
Q3 | $2.54M | Buy |
27,477
+2,085
| +8% | +$193K | 1.66% | 19 |
|
|
2016
Q2 | $2.48M | Sell |
25,392
-581
| -2% | -$56.8K | 1.68% | 20 |
|
|
2016
Q1 | $2.58M | Buy |
25,973
+800
| +3% | +$79.4K | 1.93% | 16 |
|
|
2015
Q4 | $2.65M | Buy |
25,173
+688
| +3% | +$72.3K | 2% | 17 |
|
|
2015
Q3 | $2.5M | Buy |
24,485
+1,825
| +8% | +$186K | 1.97% | 17 |
|
|
2015
Q2 | $2.59M | Buy |
22,660
+1,655
| +8% | +$189K | 1.74% | 21 |
|
|
2015
Q1 | $2.2M | Buy |
+21,005
| New | +$2.2M | 1.47% | 26 |
|