LA
LM Advisors’s Walt Disney DIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.63M | Buy |
13,161
+174
| +1% | +$21.6K | 0.21% | 64 |
|
2025
Q1 | $1.28M | Sell |
12,987
-65
| -0.5% | -$6.42K | 0.23% | 76 |
|
2024
Q4 | $1.46M | Sell |
13,052
-411
| -3% | -$46K | 0.26% | 70 |
|
2024
Q3 | $1.3M | Sell |
13,463
-1,873
| -12% | -$180K | 0.26% | 66 |
|
2024
Q2 | $1.27B | Sell |
15,336
-596
| -4% | -$49.4M | 2.06% | 6 |
|
2024
Q1 | $1.95M | Sell |
15,932
-6,919
| -30% | -$846K | 0.31% | 65 |
|
2023
Q4 | $2.06M | Buy |
+22,851
| New | +$2.06M | 0.42% | 51 |
|