Beacon Bridge Wealth Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,950
| Closed | -$217K | – | 88 |
|
|
2024
Q4 | $217K | Buy |
+1,950
| New | +$217K | 0.09% | 84 |
|
|
2024
Q3 | – | Sell |
-2,075
| Closed | -$206K | – | 89 |
|
|
2024
Q2 | $206K | Hold |
2,075
| – | – | 0.09% | 91 |
|
|
2024
Q1 | $254K | Buy |
+2,075
| New | +$254K | 0.12% | 83 |
|
|
2023
Q3 | – | Sell |
-2,281
| Closed | -$204K | – | 100 |
|
|
2023
Q2 | $204K | Sell |
2,281
-100
| -4% | -$8.93K | 0.1% | 90 |
|
|
2023
Q1 | $238K | Sell |
2,381
-9
| -0.4% | -$901 | 0.14% | 84 |
|
|
2022
Q4 | $208K | Buy |
+2,390
| New | +$208K | 0.15% | 87 |
|