LIBERTY WEALTH MANAGEMENT LLC – The Walt Disney Company Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$777,000
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-0.07%
quarter
The Walt Disney Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -17.10% | -1.69K shares | -290K | $94.33 | 8.23K |
| Q2 2022 | share | Decrease | -3.43% | -353 shares | -317K | $94.4 | 9.93K |
| Q1 2022 | share | Increase | +6.22% | 603 shares | -116K | $137.16 | 10.29K |
| Q4 2021 | share | Increase | +0.34% | 33 shares | -142K | $155.93 | 9.68K |
| Q3 2021 | share | Increase | +20.21% | 1.62K shares | 207K | $169.17 | 9.65K |
| Q2 2021 | share | Increase | +3.04% | 237 shares | 103K | $175.77 | 8.03K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $184.52 | 7.79K | |
| Q4 2020 | share | Increase | +1.37% | 105 shares | 378K | $181.18 | 7.79K |
| Q3 2020 | share | Increase | +0.05% | 4 shares | 97K | $124.08 | 7.69K |
| Q2 2020 | share | Increase | +34.39% | 1.96K shares | 305K | $111.51 | 7.68K |
| Q1 2020 | share | Increase | +1.33% | 75 shares | -264K | $96.6 | 5.71K |
| Q4 2019 | share | Increase | +17.85% | 855 shares | 192K | $144.63 | 5.64K |
| Q3 2019 | share | Decrease | -28.01% | -1.86K shares | -305K | $129.54 | 4.78K |
| Q2 2019 | share | Increase | +48.02% | 2.15K shares | 431K | $137.95 | 6.65K |
| Q1 2019 | share | Increase | +4.98% | 213 shares | 29K | $109.69 | 4.49K |
| Q4 2018 | share | Increase | 0.00% | 4.28K shares | 469K | $108.33 | 4.28K |