LVM Capital Management’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 | $4.77M | Buy |
38,500
+456
| +1% | +$56.5K | 0.5% | 43 |
|
|
2025
Q1 | $3.76M | Buy |
38,044
+1,323
| +4% | +$131K | 0.42% | 50 |
|
|
2024
Q4 | $4.09M | Sell |
36,721
-4,265
| -10% | -$475K | 0.44% | 46 |
|
|
2024
Q3 | $4.07M | Hold |
40,986
| – | – | 0.46% | 44 |
|
|
2024
Q2 | $4.07M | Sell |
40,986
-1,605
| -4% | -$159K | 0.46% | 44 |
|
|
2024
Q1 | $5.21M | Sell |
42,591
-1,190
| -3% | -$146K | 0.62% | 38 |
|
|
2023
Q4 | $3.95M | Sell |
43,781
-4,051
| -8% | -$366K | 0.51% | 40 |
|
|
2023
Q3 | $3.88M | Sell |
47,832
-2,360
| -5% | -$191K | 0.55% | 41 |
|
|
2023
Q2 | $4.48M | Sell |
50,192
-450
| -0.9% | -$40.2K | 0.6% | 41 |
|
|
2023
Q1 | $5.07M | Buy |
50,642
+745
| +1% | +$74.6K | 0.7% | 41 |
|
|
2022
Q4 | $4.34M | Buy |
49,897
+1,526
| +3% | +$133K | 0.63% | 44 |
|
|
2022
Q3 | $4.56M | Sell |
48,371
-45,321
| -48% | -$4.28M | 0.7% | 42 |
|
|
2022
Q2 | $8.85M | Sell |
93,692
-452
| -0.5% | -$42.7K | 1.28% | 33 |
|
|
2022
Q1 | $12.9M | Buy |
94,144
+4,760
| +5% | +$653K | 1.71% | 22 |
|
|
2021
Q4 | $13.8M | Buy |
89,384
+673
| +0.8% | +$104K | 1.85% | 18 |
|
|
2021
Q3 | $15M | Sell |
88,711
-251
| -0.3% | -$42.5K | 2.26% | 15 |
|
|
2021
Q2 | $15.6M | Buy |
88,962
+1,563
| +2% | +$275K | 2.39% | 13 |
|
|
2021
Q1 | $16.1M | Sell |
87,399
-1,030
| -1% | -$190K | 2.62% | 10 |
|
|
2020
Q4 | $16M | Sell |
88,429
-8,814
| -9% | -$1.6M | 2.7% | 10 |
|
|
2020
Q3 | $12.1M | Buy |
97,243
+20
| +0% | +$2.48K | 2.34% | 16 |
|
|
2020
Q2 | $10.8M | Sell |
97,223
-1,110
| -1% | -$124K | 2.22% | 17 |
|
|
2020
Q1 | $9.5M | Buy |
98,333
+1,758
| +2% | +$170K | 2.34% | 16 |
|
|
2019
Q4 | $14M | Buy |
96,575
+140
| +0.1% | +$20.2K | 2.76% | 11 |
|
|
2019
Q3 | $12.6M | Buy |
96,435
+2,980
| +3% | +$388K | 2.67% | 12 |
|
|
2019
Q2 | $13.1M | Sell |
93,455
-310
| -0.3% | -$43.3K | 2.97% | 10 |
|
|
2019
Q1 | $10.4M | Buy |
93,765
+3,080
| +3% | +$342K | 2.39% | 16 |
|
|
2018
Q4 | $9.94M | Buy |
90,685
+3,107
| +4% | +$341K | 2.6% | 14 |
|
|
2018
Q3 | $10.2M | Buy |
87,578
+1,305
| +2% | +$153K | 2.34% | 16 |
|
|
2018
Q2 | $9.04M | Buy |
86,273
+1,675
| +2% | +$176K | 2.18% | 17 |
|
|
2018
Q1 | $8.5M | Buy |
84,598
+606
| +0.7% | +$60.9K | 1.96% | 19 |
|
|
2017
Q4 | $9.03M | Buy |
83,992
+1,315
| +2% | +$141K | 2.04% | 17 |
|
|
2017
Q3 | $8.15M | Buy |
82,677
+1,176
| +1% | +$116K | 1.95% | 22 |
|
|
2017
Q2 | $8.66M | Buy |
81,501
+3,750
| +5% | +$398K | 2.21% | 18 |
|
|
2017
Q1 | $8.82M | Buy |
77,751
+725
| +0.9% | +$82.2K | 2.27% | 17 |
|
|
2016
Q4 | $8.03M | Buy |
+77,026
| New | +$8.03M | 2.22% | 19 |
|
|
2016
Q3 | – | Sell |
-38,068
| Closed | -$3.72M | – | 118 |
|
|
2016
Q2 | $3.72M | Buy |
+38,068
| New | +$3.72M | 1.08% | 30 |
|
|
2016
Q1 | – | Sell |
-1,931
| Closed | -$203K | – | 108 |
|
|
2015
Q4 | $203K | Buy |
+1,931
| New | +$203K | 0.07% | 103 |
|