LWA
Lowe Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.9K | Buy |
475
+77
| +19% | +$9.55K | 0.02% | 127 |
|
|
2025
Q1 | $39.3K | Sell |
398
-124
| -24% | -$12.2K | 0.02% | 152 |
|
|
2024
Q4 | $58.1K | Sell |
522
-54
| -9% | -$6.01K | 0.02% | 119 |
|
|
2024
Q3 | $55.4K | Sell |
576
-70
| -11% | -$6.73K | 0.02% | 119 |
|
|
2024
Q2 | $64.1K | Hold |
646
| – | – | 0.03% | 107 |
|
|
2024
Q1 | $79K | Sell |
646
-100
| -13% | -$12.2K | 0.04% | 91 |
|
|
2023
Q4 | $67.4K | Hold |
746
| – | – | 0.03% | 94 |
|
|
2023
Q3 | $60.5K | Sell |
746
-116
| -13% | -$9.4K | 0.03% | 96 |
|
|
2023
Q2 | $77K | Sell |
862
-73
| -8% | -$6.52K | 0.04% | 91 |
|
|
2023
Q1 | $93.7K | Sell |
935
-25
| -3% | -$2.5K | 0.05% | 78 |
|
|
2022
Q4 | $83.4K | Hold |
960
| – | – | 0.05% | 80 |
|
|
2022
Q3 | $91K | Buy |
960
+344
| +56% | +$32.6K | 0.05% | 68 |
|
|
2022
Q2 | $58K | Hold |
616
| – | – | 0.03% | 83 |
|
|
2022
Q1 | $85K | Hold |
616
| – | – | 0.04% | 79 |
|
|
2021
Q4 | $95K | Hold |
616
| – | – | 0.04% | 72 |
|
|
2021
Q3 | $104K | Hold |
616
| – | – | 0.05% | 62 |
|
|
2021
Q2 | $108K | Hold |
616
| – | – | 0.05% | 60 |
|
|
2021
Q1 | $114K | Hold |
616
| – | – | 0.06% | 55 |
|
|
2020
Q4 | $112K | Hold |
616
| – | – | 0.06% | 51 |
|
|
2020
Q3 | $76K | Buy |
616
+133
| +28% | +$16.4K | 0.04% | 55 |
|
|
2020
Q2 | $54K | Hold |
483
| – | – | 0.03% | 68 |
|
|
2020
Q1 | $47K | Sell |
483
-5
| -1% | -$487 | 0.03% | 64 |
|
|
2019
Q4 | $71K | Hold |
488
| – | – | 0.04% | 50 |
|
|
2019
Q3 | $64K | Buy |
488
+1
| +0.2% | +$131 | 0.04% | 50 |
|
|
2019
Q2 | $68K | Hold |
487
| – | – | 0.04% | 49 |
|
|
2019
Q1 | $54K | Sell |
487
-2,094
| -81% | -$232K | 0.03% | 56 |
|
|
2018
Q4 | $283K | Sell |
2,581
-181
| -7% | -$19.8K | 0.19% | 25 |
|
|
2018
Q3 | $323K | Buy |
2,762
+52
| +2% | +$6.08K | 0.19% | 28 |
|
|
2018
Q2 | $284K | Buy |
2,710
+200
| +8% | +$21K | 0.18% | 29 |
|
|
2018
Q1 | $252K | Sell |
2,510
-88
| -3% | -$8.84K | 0.16% | 30 |
|
|
2017
Q4 | $279K | Sell |
2,598
-111
| -4% | -$11.9K | 0.17% | 31 |
|
|
2017
Q3 | $267K | Buy |
2,709
+101
| +4% | +$9.96K | 0.17% | 31 |
|
|
2017
Q2 | $277K | Sell |
2,608
-175
| -6% | -$18.6K | 0.18% | 31 |
|
|
2017
Q1 | $316K | Sell |
2,783
-143
| -5% | -$16.2K | 0.21% | 28 |
|
|
2016
Q4 | $305K | Buy |
2,926
+5
| +0.2% | +$521 | 0.21% | 28 |
|
|
2016
Q3 | $271K | Buy |
2,921
+106
| +4% | +$9.83K | 0.18% | 30 |
|
|
2016
Q2 | $275K | Buy |
2,815
+2,401
| +580% | +$235K | 0.18% | 31 |
|
|
2016
Q1 | $41K | Buy |
414
+1
| +0.2% | +$99 | 0.03% | 60 |
|
|
2015
Q4 | $43K | Buy |
413
+45
| +12% | +$4.69K | 0.03% | 57 |
|
|
2015
Q3 | $38K | Buy |
368
+16
| +5% | +$1.65K | 0.03% | 60 |
|
|
2015
Q2 | $40K | Hold |
352
| – | – | 0.03% | 77 |
|
|
2015
Q1 | $37K | Buy |
352
+3
| +0.9% | +$315 | 0.03% | 77 |
|
|
2014
Q4 | $33K | Buy |
+349
| New | +$33K | 0.02% | 80 |
|