BWP
Balboa Wealth Partners’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Buy |
4,720
+135
| +3% | +$16.7K | 0.12% | 142 |
|
|
2025
Q1 | $453K | Buy |
4,585
+6
| +0.1% | +$592 | 0.11% | 142 |
|
|
2024
Q4 | $510K | Sell |
4,579
-5,879
| -56% | -$655K | 0.12% | 143 |
|
|
2024
Q3 | $1.01M | Sell |
10,458
-19
| -0.2% | -$1.83K | 0.25% | 74 |
|
|
2024
Q2 | $1.04M | Sell |
10,477
-2,872
| -22% | -$285K | 0.27% | 70 |
|
|
2024
Q1 | $1.63M | Buy |
13,349
+2,461
| +23% | +$301K | 0.48% | 38 |
|
|
2023
Q4 | $983K | Sell |
10,888
-2,051
| -16% | -$185K | 0.33% | 59 |
|
|
2023
Q3 | $1.05M | Buy |
12,939
+818
| +7% | +$66.3K | 0.39% | 37 |
|
|
2023
Q2 | $1.08M | Buy |
12,121
+349
| +3% | +$31.2K | 0.38% | 45 |
|
|
2023
Q1 | $1.18M | Buy |
11,772
+771
| +7% | +$77.2K | 0.45% | 39 |
|
|
2022
Q4 | $956K | Sell |
11,001
-1,113
| -9% | -$96.7K | 0.43% | 57 |
|
|
2022
Q3 | $1.14M | Buy |
+12,114
| New | +$1.14M | 0.5% | 40 |
|