LGWM
Litman Gregory Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,700
| Closed | -$356K | – | 138 |
|
|
2024
Q3 | $356K | Sell |
3,700
-600
| -14% | -$57.7K | 0.03% | 107 |
|
|
2024
Q2 | $427K | Sell |
4,300
-500
| -10% | -$49.6K | 0.04% | 95 |
|
|
2024
Q1 | $587K | Hold |
4,800
| – | – | 0.05% | 83 |
|
|
2023
Q4 | $433K | Sell |
4,800
-123
| -2% | -$11.1K | 0.04% | 88 |
|
|
2023
Q3 | $399K | Buy |
+4,923
| New | +$399K | 0.04% | 92 |
|
|
2021
Q2 | – | Sell |
-97
| Closed | -$18K | – | 99 |
|
|
2021
Q1 | $18K | Hold |
97
| – | – | ﹤0.01% | 136 |
|
|
2020
Q4 | $18K | Buy |
97
+92
| +1,840% | +$17.1K | ﹤0.01% | 135 |
|
|
2020
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 200 |
|
|
2020
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 166 |
|
|
2019
Q4 | – | Sell |
-12
| Closed | -$2K | – | 223 |
|
|
2019
Q3 | $2K | Sell |
12
-13
| -52% | -$2.17K | ﹤0.01% | 174 |
|
|
2019
Q2 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 196 |
|
|
2019
Q1 | – | Sell |
-230
| Closed | -$25K | – | 138 |
|
|
2018
Q4 | $25K | Buy |
+230
| New | +$25K | 0.01% | 90 |
|