Bard Financial Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
12,175
-1,210
| -9% | -$150K | 0.18% | 99 |
|
|
2025
Q1 | $1.32M | Sell |
13,385
-125
| -0.9% | -$12.3K | 0.16% | 99 |
|
|
2024
Q4 | $1.5M | Sell |
13,510
-825
| -6% | -$91.9K | 0.18% | 98 |
|
|
2024
Q3 | $1.38M | Sell |
14,335
-16,135
| -53% | -$1.55M | 0.16% | 99 |
|
|
2024
Q2 | $3.03M | Sell |
30,470
-3,325
| -10% | -$330K | 0.31% | 67 |
|
|
2024
Q1 | $4.14M | Sell |
33,795
-7,730
| -19% | -$946K | 0.44% | 58 |
|
|
2023
Q4 | $3.75M | Buy |
41,525
+1,720
| +4% | +$155K | 0.42% | 58 |
|
|
2023
Q3 | $3.23M | Sell |
39,805
-1,690
| -4% | -$137K | 0.4% | 61 |
|
|
2023
Q2 | $3.7M | Sell |
41,495
-2,285
| -5% | -$204K | 0.28% | 86 |
|
|
2023
Q1 | $4.38M | Sell |
43,780
-40
| -0.1% | -$4.01K | 0.35% | 73 |
|
|
2022
Q4 | $3.81M | Sell |
43,820
-5,410
| -11% | -$470K | 0.32% | 77 |
|
|
2022
Q3 | $4.64M | Sell |
49,230
-1,025
| -2% | -$96.7K | 0.44% | 56 |
|
|
2022
Q2 | $4.74M | Sell |
50,255
-2,773
| -5% | -$262K | 0.43% | 55 |
|
|
2022
Q1 | $7.27M | Sell |
53,028
-3,250
| -6% | -$446K | 0.59% | 49 |
|
|
2021
Q4 | $8.72M | Buy |
56,278
+125
| +0.2% | +$19.4K | 0.7% | 38 |
|
|
2021
Q3 | $9.5M | Sell |
56,153
-500
| -0.9% | -$84.6K | 0.84% | 30 |
|
|
2021
Q2 | $9.96M | Buy |
56,653
+200
| +0.4% | +$35.2K | 0.89% | 27 |
|
|
2021
Q1 | $10.4M | Sell |
56,453
-4,760
| -8% | -$878K | 1.01% | 23 |
|
|
2020
Q4 | $11.1M | Buy |
+61,213
| New | +$11.1M | 1.11% | 21 |
|