Sargent Bickham Lagudis’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.33M | Sell |
61,332
-13,156
| -18% | -$1.14M | 0.44% | 50 |
|
|
2022
Q3 | $7.03M | Buy |
74,488
+9,372
| +14% | +$884K | 0.63% | 36 |
|
|
2022
Q2 | $6.15M | Buy |
65,116
+26,239
| +67% | +$2.48M | 0.53% | 40 |
|
|
2022
Q1 | $5.33M | Buy |
38,877
+1,837
| +5% | +$252K | 0.41% | 53 |
|
|
2021
Q4 | $5.74M | Sell |
37,040
-2,123
| -5% | -$329K | 0.43% | 51 |
|
|
2021
Q3 | $6.63M | Buy |
39,163
+748
| +2% | +$127K | 0.54% | 44 |
|
|
2021
Q2 | $6.75M | Buy |
38,415
+1,017
| +3% | +$179K | 0.55% | 43 |
|
|
2021
Q1 | $6.9M | Sell |
37,398
-258
| -0.7% | -$47.6K | 0.61% | 37 |
|
|
2020
Q4 | $6.82M | Buy |
37,656
+2,076
| +6% | +$376K | 0.63% | 34 |
|
|
2020
Q3 | $4.42M | Buy |
35,580
+154
| +0.4% | +$19.1K | 0.44% | 55 |
|
|
2020
Q2 | $3.95M | Buy |
35,426
+3,263
| +10% | +$364K | 0.42% | 53 |
|
|
2020
Q1 | $3.11M | Buy |
32,163
+8,604
| +37% | +$831K | 0.4% | 57 |
|
|
2019
Q4 | $3.41M | Sell |
23,559
-713
| -3% | -$103K | 0.38% | 61 |
|
|
2019
Q3 | $3.16M | Buy |
24,272
+740
| +3% | +$96.4K | 0.38% | 59 |
|
|
2019
Q2 | $3.29M | Sell |
23,532
-3,539
| -13% | -$494K | 0.39% | 56 |
|
|
2019
Q1 | $3.01M | Buy |
27,071
+707
| +3% | +$78.5K | 0.35% | 65 |
|
|
2018
Q4 | $2.89M | Buy |
26,364
+1,583
| +6% | +$174K | 0.37% | 66 |
|
|
2018
Q3 | $2.9M | Buy |
24,781
+2,371
| +11% | +$277K | 0.34% | 72 |
|
|
2018
Q2 | $2.35M | Buy |
22,410
+3,513
| +19% | +$368K | 0.29% | 77 |
|
|
2018
Q1 | $1.9M | Buy |
18,897
+1,804
| +11% | +$181K | 0.24% | 86 |
|
|
2017
Q4 | $1.84M | Buy |
17,093
+9,674
| +130% | +$1.04M | 0.22% | 96 |
|
|
2017
Q3 | $731K | Buy |
7,419
+322
| +5% | +$31.7K | 0.09% | 130 |
|
|
2017
Q2 | $754K | Buy |
7,097
+138
| +2% | +$14.7K | 0.1% | 129 |
|
|
2017
Q1 | $789K | Buy |
6,959
+141
| +2% | +$16K | 0.1% | 127 |
|
|
2016
Q4 | $711K | Sell |
6,818
-333
| -5% | -$34.7K | 0.11% | 118 |
|
|
2016
Q3 | $664 | Buy |
7,151
+70
| +1% | +$6 | 0.1% | 124 |
|
|
2016
Q2 | $693K | Buy |
7,081
+360
| +5% | +$35.2K | 0.11% | 123 |
|
|
2016
Q1 | $667K | Buy |
+6,721
| New | +$667K | 0.11% | 129 |
|