BWM
BCGM Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
23,977
+394
| +2% | +$48.9K | 0.84% | 41 |
|
|
2025
Q1 | $2.33M | Buy |
23,583
+1,503
| +7% | +$148K | 0.72% | 47 |
|
|
2024
Q4 | $2.46M | Buy |
22,080
+45
| +0.2% | +$5.01K | 0.78% | 39 |
|
|
2024
Q3 | $2.12M | Buy |
22,035
+516
| +2% | +$49.6K | 0.69% | 43 |
|
|
2024
Q2 | $2.14M | Sell |
21,519
-86
| -0.4% | -$8.54K | 0.74% | 38 |
|
|
2024
Q1 | $2.64M | Buy |
21,605
+726
| +3% | +$88.8K | 0.95% | 37 |
|
|
2023
Q4 | $1.89M | Buy |
20,879
+2,228
| +12% | +$201K | 0.77% | 37 |
|
|
2023
Q3 | $1.51M | Buy |
18,651
+99
| +0.5% | +$8.02K | 0.69% | 39 |
|
|
2023
Q2 | $1.66M | Buy |
18,552
+1,401
| +8% | +$125K | 0.73% | 35 |
|
|
2023
Q1 | $1.72M | Buy |
17,151
+9,641
| +128% | +$965K | 0.87% | 34 |
|
|
2022
Q4 | $652K | Buy |
7,510
+225
| +3% | +$19.5K | 0.32% | 61 |
|
|
2022
Q3 | $742K | Buy |
7,285
+603
| +9% | +$61.4K | 0.37% | 58 |
|
|
2022
Q2 | $709K | Sell |
6,682
-316
| -5% | -$33.5K | 0.36% | 57 |
|
|
2022
Q1 | $781K | Buy |
6,998
+239
| +4% | +$26.7K | 0.42% | 53 |
|
|
2021
Q4 | $1.05M | Buy |
6,759
+176
| +3% | +$27.3K | 0.56% | 43 |
|
|
2021
Q3 | $1.11M | Buy |
6,583
+612
| +10% | +$103K | 0.62% | 37 |
|
|
2021
Q2 | $1.05M | Buy |
5,971
+669
| +13% | +$118K | 0.62% | 34 |
|
|
2021
Q1 | $969K | Buy |
5,302
+543
| +11% | +$99.2K | 0.66% | 33 |
|
|
2020
Q4 | $893K | Buy |
+4,759
| New | +$893K | 0.63% | 32 |
|