Linscomb Wealth’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
1,761
-424
| -19% | -$52.6K | 0.01% | 298 |
|
|
2025
Q1 | $216K | Buy |
2,185
+67
| +3% | +$6.61K | 0.01% | 282 |
|
|
2024
Q4 | $236K | Buy |
+2,118
| New | +$236K | 0.01% | 275 |
|
|
2024
Q3 | – | Sell |
-2,292
| Closed | -$228K | – | 290 |
|
|
2024
Q2 | $228K | Sell |
2,292
-160
| -7% | -$15.9K | 0.01% | 275 |
|
|
2024
Q1 | $300K | Sell |
2,452
-656
| -21% | -$80.3K | 0.02% | 243 |
|
|
2023
Q4 | $281K | Buy |
3,108
+323
| +12% | +$29.2K | 0.02% | 252 |
|
|
2023
Q3 | $226K | Sell |
2,785
-386
| -12% | -$31.3K | 0.01% | 256 |
|
|
2023
Q2 | $283K | Sell |
3,171
-1,079
| -25% | -$96.3K | 0.02% | 254 |
|
|
2023
Q1 | $426K | Sell |
4,250
-770
| -15% | -$77.1K | 0.02% | 225 |
|
|
2022
Q4 | $436K | Buy |
5,020
+1,942
| +63% | +$169K | 0.02% | 240 |
|
|
2022
Q3 | $290K | Sell |
3,078
-250
| -8% | -$23.6K | 0.02% | 239 |
|
|
2022
Q2 | $314K | Sell |
3,328
-2,254
| -40% | -$213K | 0.02% | 239 |
|
|
2022
Q1 | $766K | Buy |
5,582
+106
| +2% | +$14.5K | 0.04% | 198 |
|
|
2021
Q4 | $848K | Sell |
5,476
-237
| -4% | -$36.7K | 0.04% | 185 |
|
|
2021
Q3 | $966K | Sell |
5,713
-454
| -7% | -$76.8K | 0.05% | 171 |
|
|
2021
Q2 | $1.08M | Sell |
6,167
-119
| -2% | -$20.9K | 0.06% | 162 |
|
|
2021
Q1 | $1.16M | Buy |
6,286
+580
| +10% | +$107K | 0.06% | 153 |
|
|
2020
Q4 | $1.03M | Buy |
5,706
+137
| +2% | +$24.8K | 0.06% | 153 |
|
|
2020
Q3 | $691K | Sell |
5,569
-34
| -0.6% | -$4.22K | 0.05% | 169 |
|
|
2020
Q2 | $625K | Buy |
5,603
+96
| +2% | +$10.7K | 0.05% | 174 |
|
|
2020
Q1 | $532K | Sell |
5,507
-1,554
| -22% | -$150K | 0.05% | 238 |
|
|
2019
Q4 | $1.02M | Buy |
7,061
+1,881
| +36% | +$272K | 0.07% | 212 |
|
|
2019
Q3 | $675K | Buy |
5,180
+315
| +6% | +$41K | 0.05% | 151 |
|
|
2019
Q2 | $679K | Buy |
4,865
+45
| +0.9% | +$6.28K | 0.06% | 151 |
|
|
2019
Q1 | $535K | Buy |
4,820
+92
| +2% | +$10.2K | 0.05% | 170 |
|
|
2018
Q4 | $518K | Buy |
4,728
+161
| +4% | +$17.6K | 0.05% | 164 |
|
|
2018
Q3 | $534K | Sell |
4,567
-75
| -2% | -$8.77K | 0.04% | 176 |
|
|
2018
Q2 | $486K | Sell |
4,642
-686
| -13% | -$71.8K | 0.04% | 176 |
|
|
2018
Q1 | $535K | Sell |
5,328
-12
| -0.2% | -$1.21K | 0.05% | 163 |
|
|
2017
Q4 | $574K | Sell |
5,340
-625
| -10% | -$67.2K | 0.05% | 159 |
|
|
2017
Q3 | $588K | Sell |
5,965
-1,135
| -16% | -$112K | 0.05% | 152 |
|
|
2017
Q2 | $754K | Sell |
7,100
-1,473
| -17% | -$156K | 0.07% | 128 |
|
|
2017
Q1 | $972K | Sell |
8,573
-229
| -3% | -$26K | 0.09% | 113 |
|
|
2016
Q4 | $917K | Buy |
8,802
+200
| +2% | +$20.8K | 0.09% | 118 |
|
|
2016
Q3 | $799K | Buy |
8,602
+677
| +9% | +$62.9K | 0.08% | 116 |
|
|
2016
Q2 | $775K | Sell |
7,925
-614
| -7% | -$60K | 0.08% | 120 |
|
|
2016
Q1 | $848K | Sell |
8,539
-698
| -8% | -$69.3K | 0.09% | 118 |
|
|
2015
Q4 | $971K | Buy |
9,237
+1,355
| +17% | +$142K | 0.11% | 108 |
|
|
2015
Q3 | $806K | Buy |
7,882
+238
| +3% | +$24.3K | 0.09% | 120 |
|
|
2015
Q2 | $872K | Buy |
7,644
+300
| +4% | +$34.2K | 0.1% | 117 |
|
|
2015
Q1 | $770K | Buy |
7,344
+108
| +1% | +$11.3K | 0.08% | 125 |
|
|
2014
Q4 | $682K | Buy |
7,236
+166
| +2% | +$15.6K | 0.08% | 138 |
|
|
2014
Q3 | $629K | Buy |
7,070
+82
| +1% | +$7.3K | 0.07% | 148 |
|
|
2014
Q2 | $599K | Buy |
6,988
+1,615
| +30% | +$138K | 0.06% | 152 |
|
|
2014
Q1 | $430K | Buy |
5,373
+2,569
| +92% | +$206K | 0.05% | 181 |
|
|
2013
Q4 | $214K | Sell |
2,804
-2,569
| -48% | -$196K | 0.03% | 216 |
|
|
2013
Q3 | $347K | Buy |
5,373
+180
| +3% | +$11.6K | 0.05% | 168 |
|
|
2013
Q2 | $328K | Buy |
+5,193
| New | +$328K | 0.04% | 173 |
|