LWA
Lineweaver Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Buy |
7,442
+1,159
| +18% | +$144K | 0.15% | 98 |
|
|
2025
Q1 | $621K | Buy |
6,283
+212
| +3% | +$20.9K | 0.11% | 105 |
|
|
2024
Q4 | $678K | Sell |
6,071
-941
| -13% | -$105K | 0.13% | 99 |
|
|
2024
Q3 | $675K | Buy |
7,012
+819
| +13% | +$78.9K | 0.13% | 97 |
|
|
2024
Q2 | $615K | Sell |
6,193
-133
| -2% | -$13.2K | 0.13% | 98 |
|
|
2024
Q1 | $774K | Buy |
6,326
+66
| +1% | +$8.08K | 0.18% | 88 |
|
|
2023
Q4 | $565K | Buy |
6,260
+2,057
| +49% | +$186K | 0.15% | 95 |
|
|
2023
Q3 | $341K | Buy |
4,203
+1,776
| +73% | +$144K | 0.1% | 112 |
|
|
2023
Q2 | $217K | Sell |
2,427
-53
| -2% | -$4.73K | 0.06% | 111 |
|
|
2023
Q1 | $248K | Sell |
2,480
-3
| -0.1% | -$301 | 0.08% | 111 |
|
|
2022
Q4 | $216K | Sell |
2,483
-4,630
| -65% | -$403K | 0.07% | 116 |
|
|
2022
Q3 | $671K | Buy |
7,113
+96
| +1% | +$9.06K | 0.22% | 76 |
|
|
2022
Q2 | $662K | Sell |
7,017
-72
| -1% | -$6.79K | 0.22% | 75 |
|
|
2022
Q1 | $972K | Buy |
7,089
+693
| +11% | +$95K | 0.28% | 63 |
|
|
2021
Q4 | $990K | Buy |
6,396
+449
| +8% | +$69.5K | 0.29% | 55 |
|
|
2021
Q3 | $1.01M | Buy |
5,947
+453
| +8% | +$76.6K | 0.31% | 51 |
|
|
2021
Q2 | $965K | Buy |
5,494
+105
| +2% | +$18.4K | 0.32% | 49 |
|
|
2021
Q1 | $994K | Buy |
5,389
+456
| +9% | +$84.1K | 0.35% | 43 |
|
|
2020
Q4 | $893K | Buy |
4,933
+89
| +2% | +$16.1K | 0.35% | 36 |
|
|
2020
Q3 | $601K | Buy |
4,844
+996
| +26% | +$124K | 0.27% | 43 |
|
|
2020
Q2 | $429K | Buy |
3,848
+1,007
| +35% | +$112K | 0.22% | 48 |
|
|
2020
Q1 | $272K | Buy |
2,841
+68
| +2% | +$6.51K | 0.17% | 59 |
|
|
2019
Q4 | $401K | Buy |
+2,773
| New | +$401K | 0.23% | 42 |
|