LVW Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $777K | Buy |
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|
2025
Q2 | $835K | Buy |
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|
2025
Q1 | $593K | Buy |
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|
2024
Q4 | $609K | Buy |
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|
2024
Q3 | $459K | Sell |
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|
2024
Q2 | $540K | Buy |
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|
2024
Q1 | $543K | Buy |
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|
2023
Q4 | $364K | Buy |
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|
2023
Q3 | $259K | Sell |
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|
2023
Q2 | $311K | Sell |
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|
2023
Q1 | $401K | Buy |
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|
2022
Q4 | $341K | Sell |
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|
2022
Q3 | $384K | Sell |
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|
2022
Q2 | $462K | Sell |
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|
2022
Q1 | $840K | Sell |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $1.11M | Sell |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $1.28M | Buy |
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|
2020
Q4 | $1.25M | Sell |
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|
2020
Q3 | $936K | Sell |
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|
2020
Q2 | $969K | Sell |
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|
2020
Q1 | $2.81M | Buy |
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|
2019
Q4 | $3.03M | Buy |
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|
2019
Q3 | $1.85M | Buy |
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|
2019
Q2 | $961K | Buy |
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|
2019
Q1 | $569K | Sell |
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|
2018
Q4 | $576K | Buy |
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|
2018
Q3 | $550K | Buy |
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|
2018
Q2 | $459K | Sell |
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|
2018
Q1 | $516K | Buy |
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|
2017
Q4 | $380K | Sell |
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|
2017
Q3 | $362K | Sell |
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|
2017
Q2 | $407K | Sell |
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|
2017
Q1 | $461K | Sell |
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|
2016
Q4 | $439K | Buy |
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|
2016
Q3 | $374K | Buy |
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|
2016
Q2 | $373K | Sell |
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|
2016
Q1 | $569K | Sell |
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|
2015
Q4 | $629K | Buy |
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|
2015
Q3 | $444K | Buy |
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|
2015
Q2 | $436K | Buy |
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|
2015
Q1 | $383K | Buy |
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|
2014
Q4 | $241K | Buy |
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