Beacon Capital Management LLC (Tennessee)’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
1,808
+17
| +0.9% | +$2.11K | 0.03% | 116 |
|
|
2025
Q1 | $177K | Buy |
1,791
+11
| +0.6% | +$1.09K | 0.02% | 128 |
|
|
2024
Q4 | $198K | Hold |
1,780
| – | – | 0.03% | 117 |
|
|
2024
Q3 | $171K | Sell |
1,780
-84
| -5% | -$8.08K | 0.02% | 134 |
|
|
2024
Q2 | $185K | Sell |
1,864
-236
| -11% | -$23.4K | 0.03% | 106 |
|
|
2024
Q1 | $257K | Buy |
2,100
+233
| +12% | +$28.5K | 0.05% | 85 |
|
|
2023
Q4 | $151K | Sell |
1,867
-40
| -2% | -$3.24K | 0.04% | 111 |
|
|
2023
Q3 | $170K | Hold |
1,907
| – | – | 0.05% | 103 |
|
|
2023
Q2 | $170K | Sell |
1,907
-91
| -5% | -$8.12K | 0.05% | 103 |
|
|
2023
Q1 | $200K | Sell |
1,998
-44
| -2% | -$4.41K | 0.06% | 91 |
|
|
2022
Q4 | $177K | Buy |
2,042
+103
| +5% | +$8.95K | 0.06% | 97 |
|
|
2022
Q3 | $182K | Sell |
1,939
-304
| -14% | -$28.5K | 0.06% | 89 |
|
|
2022
Q2 | $307K | Hold |
2,243
| – | – | 0.08% | 63 |
|
|
2022
Q1 | $307K | Buy |
+2,243
| New | +$307K | 0.07% | 64 |
|