BWM
BCS Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
+2,043
| New | +$253K | 0.05% | 223 |
|
|
2024
Q2 | – | Sell |
-2,444
| Closed | -$299K | – | 165 |
|
|
2024
Q1 | $299K | Buy |
+2,444
| New | +$299K | 0.1% | 188 |
|
|
2023
Q1 | – | Sell |
-2,887
| Closed | -$251K | – | 171 |
|
|
2022
Q4 | $251K | Buy |
2,887
+300
| +12% | +$26.1K | 0.11% | 163 |
|
|
2022
Q3 | $244K | Sell |
2,587
-565
| -18% | -$53.3K | 0.11% | 151 |
|
|
2022
Q2 | $298K | Sell |
3,152
-632
| -17% | -$59.8K | 0.13% | 135 |
|
|
2022
Q1 | $519K | Sell |
3,784
-425
| -10% | -$58.3K | 0.22% | 103 |
|
|
2021
Q4 | $652K | Buy |
4,209
+355
| +9% | +$55K | 0.23% | 91 |
|
|
2021
Q3 | $652K | Sell |
3,854
-89
| -2% | -$15.1K | 0.28% | 80 |
|
|
2021
Q2 | $693K | Buy |
3,943
+525
| +15% | +$92.3K | 0.37% | 61 |
|
|
2021
Q1 | $631K | Buy |
3,418
+264
| +8% | +$48.7K | 0.3% | 69 |
|
|
2020
Q4 | $571K | Sell |
3,154
-205
| -6% | -$37.1K | 0.3% | 68 |
|
|
2020
Q3 | $417K | Sell |
3,359
-164
| -5% | -$20.4K | 0.24% | 79 |
|
|
2020
Q2 | $393K | Buy |
3,523
+1,174
| +50% | +$131K | 0.24% | 79 |
|
|
2020
Q1 | $227K | Buy |
2,349
+504
| +27% | +$48.7K | 0.16% | 97 |
|
|
2019
Q4 | $267K | Buy |
+1,845
| New | +$267K | 0.18% | 89 |
|