LPL Financial’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266M | Buy |
2,142,570
+133,284
| +7% | +$16.5M | 0.09% | 214 |
|
|
2025
Q1 | $198M | Buy |
2,009,286
+97,564
| +5% | +$9.63M | 0.08% | 247 |
|
|
2024
Q4 | $213M | Buy |
1,911,722
+95,796
| +5% | +$10.7M | 0.09% | 205 |
|
|
2024
Q3 | $175M | Buy |
1,815,926
+25,289
| +1% | +$2.43M | 0.08% | 223 |
|
|
2024
Q2 | $178M | Buy |
1,790,637
+98,818
| +6% | +$9.81M | 0.09% | 199 |
|
|
2024
Q1 | $207M | Buy |
1,691,819
+76,677
| +5% | +$9.38M | 0.11% | 170 |
|
|
2023
Q4 | $146M | Buy |
1,615,142
+34,108
| +2% | +$3.08M | 0.09% | 200 |
|
|
2023
Q3 | $128M | Sell |
1,581,034
-58,958
| -4% | -$4.78M | 0.09% | 202 |
|
|
2023
Q2 | $146M | Sell |
1,639,992
-27,774
| -2% | -$2.48M | 0.1% | 175 |
|
|
2023
Q1 | $167M | Buy |
1,667,766
+113,228
| +7% | +$11.3M | 0.13% | 144 |
|
|
2022
Q4 | $135M | Sell |
1,554,538
-83,598
| -5% | -$7.26M | 0.12% | 172 |
|
|
2022
Q3 | $155M | Buy |
1,638,136
+20,557
| +1% | +$1.94M | 0.15% | 132 |
|
|
2022
Q2 | $153M | Sell |
1,617,579
-72,662
| -4% | -$6.86M | 0.15% | 137 |
|
|
2022
Q1 | $232M | Buy |
1,690,241
+80,795
| +5% | +$11.1M | 0.2% | 97 |
|
|
2021
Q4 | $249M | Buy |
1,609,446
+90,394
| +6% | +$14M | 0.21% | 95 |
|
|
2021
Q3 | $257M | Buy |
1,519,052
+95,714
| +7% | +$16.2M | 0.24% | 85 |
|
|
2021
Q2 | $250M | Buy |
1,423,338
+48,578
| +4% | +$8.54M | 0.25% | 82 |
|
|
2021
Q1 | $254M | Buy |
1,374,760
+124,138
| +10% | +$22.9M | 0.29% | 71 |
|
|
2020
Q4 | $227M | Buy |
1,250,622
+7,202
| +0.6% | +$1.3M | 0.29% | 66 |
|
|
2020
Q3 | $154M | Buy |
1,243,420
+31,408
| +3% | +$3.9M | 0.24% | 82 |
|
|
2020
Q2 | $135M | Buy |
1,212,012
+99,394
| +9% | +$11.1M | 0.24% | 88 |
|
|
2020
Q1 | $107M | Buy |
1,112,618
+86,270
| +8% | +$8.33M | 0.23% | 83 |
|
|
2019
Q4 | $148M | Buy |
1,026,348
+81,893
| +9% | +$11.8M | 0.27% | 73 |
|
|
2019
Q3 | $123M | Buy |
944,455
+35,500
| +4% | +$4.63M | 0.25% | 82 |
|
|
2019
Q2 | $127M | Buy |
908,955
+100,197
| +12% | +$14M | 0.27% | 70 |
|
|
2019
Q1 | $89.8M | Buy |
808,758
+37,413
| +5% | +$4.15M | 0.2% | 97 |
|
|
2018
Q4 | $84.6M | Buy |
771,345
+41,823
| +6% | +$4.59M | 0.23% | 92 |
|
|
2018
Q3 | $85.3M | Buy |
729,522
+11,959
| +2% | +$1.4M | 0.2% | 97 |
|
|
2018
Q2 | $75.2M | Buy |
717,563
+2,400
| +0.3% | +$252K | 0.2% | 98 |
|
|
2018
Q1 | $71.8M | Buy |
715,163
+34,197
| +5% | +$3.43M | 0.2% | 101 |
|
|
2017
Q4 | $73.2M | Buy |
680,966
+32,522
| +5% | +$3.5M | 0.22% | 90 |
|
|
2017
Q3 | $63.9M | Buy |
648,444
+17,932
| +3% | +$1.77M | 0.23% | 86 |
|
|
2017
Q2 | $67M | Buy |
630,512
+560,160
| +796% | +$59.5M | 0.25% | 84 |
|
|
2017
Q1 | $7.96M | Sell |
70,352
-12,537
| -15% | -$1.42M | 0.05% | 309 |
|
|
2016
Q4 | $8.79M | Sell |
82,889
-1,847
| -2% | -$196K | 0.07% | 246 |
|
|
2016
Q3 | $7.85M | Sell |
84,736
-13,728
| -14% | -$1.27M | 0.07% | 251 |
|
|
2016
Q2 | $9.69M | Sell |
98,464
-1,282,409
| -93% | -$126M | 0.08% | 195 |
|
|
2016
Q1 | $134M | Sell |
1,380,873
-14,135
| -1% | -$1.37M | 0.37% | 55 |
|
|
2015
Q4 | $141M | Buy |
1,395,008
+690,147
| +98% | +$69.6M | 0.39% | 45 |
|
|
2015
Q3 | $73.2M | Buy |
704,861
+79,550
| +13% | +$8.26M | 0.4% | 46 |
|
|
2015
Q2 | $72.3M | Buy |
625,311
+4,301
| +0.7% | +$498K | 0.37% | 56 |
|
|
2015
Q1 | $65.5M | Buy |
621,010
+75,366
| +14% | +$7.95M | 0.33% | 64 |
|
|
2014
Q4 | $51.4M | Buy |
545,644
+4,405
| +0.8% | +$415K | 0.28% | 70 |
|
|
2014
Q3 | $47.4M | Buy |
541,239
+24,576
| +5% | +$2.15M | 0.28% | 70 |
|
|
2014
Q2 | $44.3M | Buy |
516,663
+8,523
| +2% | +$731K | 0.26% | 75 |
|
|
2014
Q1 | $40.7M | Sell |
508,140
-9,786
| -2% | -$784K | 0.25% | 79 |
|
|
2013
Q4 | $39.6M | Buy |
517,926
+13,994
| +3% | +$1.07M | 0.25% | 79 |
|
|
2013
Q3 | $33.7M | Buy |
503,932
+76,914
| +18% | +$5.14M | 0.22% | 86 |
|
|
2013
Q2 | $27M | Buy |
+427,018
| New | +$27M | 0.19% | 99 |
|