BWA
BDO Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.72M | Buy |
30,430
+3,264
| +12% | +$291K | 0.31% | 70 |
|
|
2023
Q1 | $2.72M | Sell |
27,166
-701
| -3% | -$70.2K | 0.33% | 63 |
|
|
2022
Q4 | $2.42M | Buy |
27,867
+521
| +2% | +$45.3K | 0.3% | 71 |
|
|
2022
Q3 | $2.58M | Buy |
27,346
+2,335
| +9% | +$220K | 0.34% | 62 |
|
|
2022
Q2 | $2.36M | Buy |
25,011
+931
| +4% | +$87.9K | 0.29% | 70 |
|
|
2022
Q1 | $3.3M | Buy |
24,080
+1,542
| +7% | +$212K | 0.35% | 53 |
|
|
2021
Q4 | $3.49M | Sell |
22,538
-1,022
| -4% | -$158K | 0.37% | 51 |
|
|
2021
Q3 | $3.99M | Buy |
23,560
+795
| +3% | +$135K | 0.44% | 46 |
|
|
2021
Q2 | $4M | Buy |
22,765
+1,870
| +9% | +$329K | 0.44% | 44 |
|
|
2021
Q1 | $3.86M | Buy |
20,895
+7,518
| +56% | +$1.39M | 0.45% | 43 |
|
|
2020
Q4 | $2.42M | Sell |
13,377
-104
| -0.8% | -$18.8K | 0.34% | 54 |
|
|
2020
Q3 | $1.67M | Sell |
13,481
-3,566
| -21% | -$443K | 0.27% | 68 |
|
|
2020
Q2 | $1.9M | Buy |
17,047
+175
| +1% | +$19.5K | 0.33% | 58 |
|
|
2020
Q1 | $1.63M | Buy |
16,872
+7,313
| +77% | +$707K | 0.33% | 63 |
|
|
2019
Q4 | $1.38M | Sell |
9,559
-798
| -8% | -$115K | 0.36% | 59 |
|
|
2019
Q3 | $1.35M | Buy |
10,357
+89
| +0.9% | +$11.6K | 0.35% | 55 |
|
|
2019
Q2 | $1.43M | Sell |
10,268
-300
| -3% | -$41.9K | 0.39% | 54 |
|
|
2019
Q1 | $1.17M | Buy |
10,568
+1,390
| +15% | +$154K | 0.34% | 60 |
|
|
2018
Q4 | $1.01M | Buy |
9,178
+48
| +0.5% | +$5.26K | 0.35% | 62 |
|
|
2018
Q3 | $1.07M | Buy |
9,130
+7,162
| +364% | +$838K | 0.35% | 58 |
|
|
2018
Q2 | $206K | Buy |
1,968
+828
| +73% | +$86.7K | 0.07% | 156 |
|
|
2018
Q1 | $114K | Buy |
1,140
+739
| +184% | +$73.9K | 0.04% | 174 |
|
|
2017
Q4 | $43K | Sell |
401
-144
| -26% | -$15.4K | 0.02% | 226 |
|
|
2017
Q3 | $54K | Sell |
545
-890
| -62% | -$88.2K | 0.03% | 191 |
|
|
2017
Q2 | $153K | Buy |
+1,435
| New | +$153K | 0.07% | 138 |
|