BFA
BBJS Financial Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.85K | Sell |
50
-165
| -77% | -$16K | ﹤0.01% | 126 |
|
|
2024
Q2 | $21.4K | Sell |
215
-359
| -63% | -$35.7K | 0.01% | 101 |
|
|
2024
Q1 | $70.2K | Sell |
574
-565
| -50% | -$69.1K | 0.03% | 62 |
|
|
2023
Q4 | $103K | Sell |
1,139
-1,217
| -52% | -$110K | 0.04% | 57 |
|
|
2023
Q3 | $191K | Sell |
2,356
-26,267
| -92% | -$2.13M | 0.07% | 53 |
|
|
2023
Q2 | $2.56M | Buy |
28,623
+6,147
| +27% | +$549K | 1.02% | 22 |
|
|
2023
Q1 | $2.25M | Buy |
22,476
+3,620
| +19% | +$362K | 0.92% | 24 |
|
|
2022
Q4 | $1.64M | Buy |
+18,856
| New | +$1.64M | 0.74% | 26 |
|