MLL
Moody Lynn & Lieberson’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
9,833
+77
| +0.8% | +$9.55K | 0.07% | 109 |
|
|
2025
Q1 | $963K | Sell |
9,756
-21
| -0.2% | -$2.07K | 0.06% | 121 |
|
|
2024
Q4 | $1.09M | Buy |
9,777
+221
| +2% | +$24.6K | 0.07% | 109 |
|
|
2024
Q3 | $919K | Sell |
9,556
-140
| -1% | -$13.5K | 0.06% | 135 |
|
|
2024
Q2 | $963K | Buy |
9,696
+15
| +0.2% | +$1.49K | 0.06% | 120 |
|
|
2024
Q1 | $1.18M | Sell |
9,681
-139
| -1% | -$17K | 0.08% | 105 |
|
|
2023
Q4 | $887K | Sell |
9,820
-10,632
| -52% | -$960K | 0.07% | 123 |
|
|
2023
Q3 | $1.66M | Sell |
20,452
-883
| -4% | -$71.6K | 0.14% | 85 |
|
|
2023
Q2 | $1.9M | Buy |
21,335
+1,805
| +9% | +$161K | 0.15% | 85 |
|
|
2023
Q1 | $1.96M | Buy |
19,530
+50
| +0.3% | +$5.01K | 0.18% | 84 |
|
|
2022
Q4 | $1.69M | Sell |
19,480
-282
| -1% | -$24.5K | 0.15% | 89 |
|
|
2022
Q3 | $1.86M | Sell |
19,762
-96
| -0.5% | -$9.06K | 0.18% | 85 |
|
|
2022
Q2 | $1.88M | Sell |
19,858
-302
| -1% | -$28.5K | 0.17% | 86 |
|
|
2022
Q1 | $2.77M | Sell |
20,160
-8,827
| -30% | -$1.21M | 0.2% | 81 |
|
|
2021
Q4 | $4.49M | Sell |
28,987
-20,775
| -42% | -$3.22M | 0.3% | 62 |
|
|
2021
Q3 | $8.42M | Sell |
49,762
-654
| -1% | -$111K | 0.63% | 46 |
|
|
2021
Q2 | $8.86M | Buy |
50,416
+340
| +0.7% | +$59.8K | 0.67% | 45 |
|
|
2021
Q1 | $9.24M | Buy |
50,076
+13,382
| +36% | +$2.47M | 0.77% | 42 |
|
|
2020
Q4 | $6.65M | Buy |
36,694
+14,574
| +66% | +$2.64M | 0.57% | 52 |
|
|
2020
Q3 | $2.75M | Buy |
22,120
+440
| +2% | +$54.6K | 0.27% | 73 |
|
|
2020
Q2 | $2.42M | Sell |
21,680
-87
| -0.4% | -$9.7K | 0.26% | 72 |
|
|
2020
Q1 | $2.1K | Sell |
21,767
-10,728
| -33% | -$1.04K | 0.29% | 63 |
|
|
2019
Q4 | $4.7M | Sell |
32,495
-14,444
| -31% | -$2.09M | 0.45% | 63 |
|
|
2019
Q3 | $6.12M | Buy |
46,939
+23,946
| +104% | +$3.12M | 0.68% | 52 |
|
|
2019
Q2 | $3.21M | Sell |
22,993
-534
| -2% | -$74.6K | 0.35% | 64 |
|
|
2019
Q1 | $2.61M | Sell |
23,527
-632
| -3% | -$70.2K | 0.3% | 65 |
|
|
2018
Q4 | $2.65M | Sell |
24,159
-83
| -0.3% | -$9.1K | 0.36% | 60 |
|
|
2018
Q3 | $2.84M | Buy |
24,242
+1,977
| +9% | +$231K | 0.3% | 68 |
|
|
2018
Q2 | $2.33M | Sell |
22,265
-693
| -3% | -$72.6K | 0.28% | 71 |
|
|
2018
Q1 | $2.31M | Sell |
22,958
-11
| -0% | -$1.11K | 0.28% | 66 |
|
|
2017
Q4 | $2.53M | Sell |
22,969
-111
| -0.5% | -$12.2K | 0.27% | 68 |
|
|
2017
Q3 | $2.28M | Sell |
23,080
-1,550
| -6% | -$153K | 0.28% | 73 |
|
|
2017
Q2 | $2.62M | Buy |
24,630
+4,462
| +22% | +$474K | 0.34% | 63 |
|
|
2017
Q1 | $2.29M | Sell |
20,168
-551
| -3% | -$62.5K | 0.32% | 67 |
|
|
2016
Q4 | $2.16M | Sell |
20,719
-38,367
| -65% | -$4M | 0.31% | 72 |
|
|
2016
Q3 | $5.49M | Sell |
59,086
-1,420
| -2% | -$132K | 0.91% | 43 |
|
|
2016
Q2 | $5.92M | Sell |
60,506
-20,944
| -26% | -$2.05M | 1.06% | 35 |
|
|
2016
Q1 | $8.09M | Sell |
81,450
-19,111
| -19% | -$1.9M | 1.27% | 28 |
|
|
2015
Q4 | $10.6M | Sell |
100,561
-19,366
| -16% | -$2.03M | 1.66% | 17 |
|
|
2015
Q3 | $12.3M | Sell |
119,927
-56,785
| -32% | -$5.8M | 2.35% | 8 |
|
|
2015
Q2 | $20.2M | Buy |
176,712
+9,114
| +5% | +$1.04M | 3.21% | 2 |
|
|
2015
Q1 | $17.6M | Sell |
167,598
-10,814
| -6% | -$1.13M | 2.8% | 7 |
|
|
2014
Q4 | $16.8M | Buy |
178,412
+11,546
| +7% | +$1.09M | 2.4% | 8 |
|
|
2014
Q3 | $14.9M | Sell |
166,866
-8,597
| -5% | -$765K | 2.21% | 11 |
|
|
2014
Q2 | $15M | Buy |
175,463
+79,903
| +84% | +$6.85M | 2.07% | 9 |
|
|
2014
Q1 | $7.65M | Buy |
95,560
+7,680
| +9% | +$615K | 1.11% | 34 |
|
|
2013
Q4 | $6.71M | Sell |
87,880
-1,929
| -2% | -$147K | 0.91% | 44 |
|
|
2013
Q3 | $5.79M | Sell |
89,809
-63,534
| -41% | -$4.1M | 0.9% | 49 |
|
|
2013
Q2 | $9.68M | Buy |
+153,343
| New | +$9.68M | 1.69% | 15 |
|