BFA
Beacon Financial Advisory’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
10,695
+1,688
| +19% | +$209K | 0.34% | 74 |
|
|
2025
Q1 | $889K | Buy |
9,007
+71
| +0.8% | +$7.01K | 0.27% | 104 |
|
|
2024
Q4 | $995K | Buy |
8,936
+207
| +2% | +$23K | 0.32% | 85 |
|
|
2024
Q3 | $840K | Sell |
8,729
-787
| -8% | -$75.7K | 0.29% | 99 |
|
|
2024
Q2 | $945K | Buy |
9,516
+2,786
| +41% | +$277K | 0.35% | 75 |
|
|
2024
Q1 | $823K | Sell |
6,730
-1,138
| -14% | -$139K | 0.4% | 76 |
|
|
2023
Q4 | $710K | Buy |
7,868
+845
| +12% | +$76.3K | 0.34% | 90 |
|
|
2023
Q3 | $569K | Buy |
7,023
+1,670
| +31% | +$135K | 0.31% | 100 |
|
|
2023
Q2 | $478K | Buy |
5,353
+815
| +18% | +$72.8K | 0.27% | 118 |
|
|
2023
Q1 | $454K | Buy |
4,538
+130
| +3% | +$13K | 0.29% | 119 |
|
|
2022
Q4 | $383K | Sell |
4,408
-452
| -9% | -$39.3K | 0.27% | 111 |
|
|
2022
Q3 | $458K | Sell |
4,860
-1,467
| -23% | -$138K | 0.33% | 101 |
|
|
2022
Q2 | $597K | Sell |
6,327
-74
| -1% | -$6.98K | 0.34% | 99 |
|
|
2022
Q1 | $878K | Buy |
6,401
+440
| +7% | +$60.4K | 0.42% | 73 |
|
|
2021
Q4 | $923K | Buy |
5,961
+947
| +19% | +$147K | 0.43% | 75 |
|
|
2021
Q3 | $848K | Buy |
5,014
+78
| +2% | +$13.2K | 0.44% | 72 |
|
|
2021
Q2 | $868K | Buy |
4,936
+100
| +2% | +$17.6K | 0.47% | 71 |
|
|
2021
Q1 | $892K | Buy |
4,836
+649
| +16% | +$120K | 0.51% | 66 |
|
|
2020
Q4 | $758K | Buy |
4,187
+395
| +10% | +$71.5K | 0.49% | 62 |
|
|
2020
Q3 | $470K | Buy |
3,792
+219
| +6% | +$27.1K | 0.41% | 76 |
|
|
2020
Q2 | $398K | Buy |
3,573
+665
| +23% | +$74.1K | 0.43% | 70 |
|
|
2020
Q1 | $280K | Buy |
2,908
+373
| +15% | +$35.9K | 0.36% | 99 |
|
|
2019
Q4 | $366K | Buy |
+2,535
| New | +$366K | 0.31% | 91 |
|