Beacon Capital Management Inc (Ohio)’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-50
Closed -$5K 82
2022
Q2
$5K Buy
+50
New +$5K ﹤0.01% 70
2021
Q2
Sell
-150
Closed -$28K 34
2021
Q1
$28K Hold
150
﹤0.01% 41
2020
Q4
$27K Hold
150
﹤0.01% 44
2020
Q3
$19K Sell
150
-4
-3% -$507 ﹤0.01% 45
2020
Q2
$17K Sell
154
-21
-12% -$2.32K ﹤0.01% 51
2020
Q1
$17K Buy
175
+21
+14% +$2.04K ﹤0.01% 47
2019
Q4
$22K Hold
154
﹤0.01% 45
2019
Q3
$20K Hold
154
﹤0.01% 44
2019
Q2
$22K Hold
154
﹤0.01% 47
2019
Q1
$17K Hold
154
﹤0.01% 47
2018
Q4
$17K Hold
154
﹤0.01% 43
2018
Q3
$18K Hold
154
﹤0.01% 44
2018
Q2
$16K Hold
154
﹤0.01% 52
2018
Q1
$15K Hold
154
﹤0.01% 45
2017
Q4
$17K Hold
154
﹤0.01% 42
2017
Q3
$15K Sell
154
-4
-3% -$390 ﹤0.01% 45
2017
Q2
$17K Hold
158
﹤0.01% 44
2017
Q1
$18K Hold
158
﹤0.01% 43
2016
Q4
$16K Hold
158
﹤0.01% 45
2016
Q3
$15K Sell
158
-50
-24% -$4.75K ﹤0.01% 67
2016
Q2
$20K Hold
208
﹤0.01% 75
2016
Q1
$21K Sell
208
-500
-71% -$50.5K ﹤0.01% 89
2015
Q4
$74K Sell
708
-1
-0.1% -$105 0.01% 58
2015
Q3
$72K Sell
709
-149
-17% -$15.1K 0.01% 59
2015
Q2
$98K Hold
858
0.01% 58
2015
Q1
$90K Sell
858
-50
-6% -$5.25K 0.01% 66
2014
Q4
$86K Hold
908
0.01% 68
2014
Q3
$81K Sell
908
-150
-14% -$13.4K 0.01% 73
2014
Q2
$91K Sell
1,058
-303
-22% -$26.1K 0.02% 71
2014
Q1
$109K Buy
1,361
+3
+0.2% +$240 0.03% 64
2013
Q4
$104K Buy
+1,358
New +$104K 0.03% 63