LA
LVW Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Buy |
6,733
+728
| +12% | +$90.3K | 0.09% | 125 |
|
|
2025
Q1 | $593K | Buy |
6,005
+535
| +10% | +$52.8K | 0.07% | 157 |
|
|
2024
Q4 | $609K | Buy |
5,470
+700
| +15% | +$77.9K | 0.07% | 160 |
|
|
2024
Q3 | $459K | Sell |
4,770
-669
| -12% | -$64.4K | 0.06% | 200 |
|
|
2024
Q2 | $540K | Buy |
5,439
+1,005
| +23% | +$99.8K | 0.08% | 156 |
|
|
2024
Q1 | $543K | Buy |
4,434
+403
| +10% | +$49.3K | 0.09% | 159 |
|
|
2023
Q4 | $364K | Buy |
4,031
+838
| +26% | +$75.7K | 0.07% | 185 |
|
|
2023
Q3 | $259K | Sell |
3,193
-291
| -8% | -$23.6K | 0.05% | 187 |
|
|
2023
Q2 | $311K | Sell |
3,484
-518
| -13% | -$46.2K | 0.06% | 165 |
|
|
2023
Q1 | $401K | Buy |
4,002
+74
| +2% | +$7.41K | 0.08% | 157 |
|
|
2022
Q4 | $341K | Sell |
3,928
-141
| -3% | -$12.3K | 0.07% | 172 |
|
|
2022
Q3 | $384K | Sell |
4,069
-829
| -17% | -$78.2K | 0.09% | 152 |
|
|
2022
Q2 | $462K | Sell |
4,898
-1,223
| -20% | -$115K | 0.09% | 142 |
|
|
2022
Q1 | $840K | Sell |
6,121
-821
| -12% | -$113K | 0.14% | 97 |
|
|
2021
Q4 | $1.08M | Buy |
6,942
+349
| +5% | +$54K | 0.18% | 90 |
|
|
2021
Q3 | $1.12M | Sell |
6,593
-414
| -6% | -$70K | 0.19% | 83 |
|
|
2021
Q2 | $1.23M | Buy |
7,007
+87
| +1% | +$15.3K | 0.22% | 75 |
|
|
2021
Q1 | $1.28M | Buy |
6,920
+26
| +0.4% | +$4.8K | 0.25% | 67 |
|
|
2020
Q4 | $1.25M | Sell |
6,894
-651
| -9% | -$118K | 0.25% | 65 |
|
|
2020
Q3 | $936K | Sell |
7,545
-1,146
| -13% | -$142K | 0.21% | 74 |
|
|
2020
Q2 | $969K | Sell |
8,691
-20,431
| -70% | -$2.28M | 0.23% | 63 |
|
|
2020
Q1 | $2.81M | Buy |
29,122
+8,156
| +39% | +$788K | 0.75% | 42 |
|
|
2019
Q4 | $3.03M | Buy |
20,966
+6,758
| +48% | +$977K | 0.69% | 44 |
|
|
2019
Q3 | $1.85M | Buy |
14,208
+7,326
| +106% | +$955K | 0.46% | 58 |
|
|
2019
Q2 | $961K | Buy |
6,882
+1,758
| +34% | +$245K | 0.27% | 63 |
|
|
2019
Q1 | $569K | Sell |
5,124
-126
| -2% | -$14K | 0.15% | 92 |
|
|
2018
Q4 | $576K | Buy |
5,250
+551
| +12% | +$60.5K | 0.19% | 71 |
|
|
2018
Q3 | $550K | Buy |
4,699
+316
| +7% | +$37K | 0.15% | 92 |
|
|
2018
Q2 | $459K | Sell |
4,383
-750
| -15% | -$78.5K | 0.15% | 92 |
|
|
2018
Q1 | $516K | Buy |
5,133
+1,599
| +45% | +$161K | 0.16% | 85 |
|
|
2017
Q4 | $380K | Sell |
3,534
-142
| -4% | -$15.3K | 0.11% | 97 |
|
|
2017
Q3 | $362K | Sell |
3,676
-153
| -4% | -$15.1K | 0.14% | 103 |
|
|
2017
Q2 | $407K | Sell |
3,829
-241
| -6% | -$25.6K | 0.14% | 85 |
|
|
2017
Q1 | $461K | Sell |
4,070
-138
| -3% | -$15.6K | 0.17% | 79 |
|
|
2016
Q4 | $439K | Buy |
4,208
+179
| +4% | +$18.7K | 0.15% | 85 |
|
|
2016
Q3 | $374K | Buy |
4,029
+217
| +6% | +$20.1K | 0.12% | 89 |
|
|
2016
Q2 | $373K | Sell |
3,812
-1,914
| -33% | -$187K | 0.14% | 81 |
|
|
2016
Q1 | $569K | Sell |
5,726
-263
| -4% | -$26.1K | 0.18% | 68 |
|
|
2015
Q4 | $629K | Buy |
5,989
+1,645
| +38% | +$173K | 0.25% | 57 |
|
|
2015
Q3 | $444K | Buy |
4,344
+523
| +14% | +$53.5K | 0.2% | 74 |
|
|
2015
Q2 | $436K | Buy |
3,821
+174
| +5% | +$19.9K | 0.19% | 81 |
|
|
2015
Q1 | $383K | Buy |
3,647
+1,085
| +42% | +$114K | 0.18% | 91 |
|
|
2014
Q4 | $241K | Buy |
+2,562
| New | +$241K | 0.13% | 134 |
|