Beacon Financial Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $408K | Sell |
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|
2025
Q2 | $468K | Sell |
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|
2025
Q1 | $459K | Sell |
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|
2024
Q4 | $599K | Sell |
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|
2024
Q3 | $528K | Buy |
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|
2024
Q2 | $533K | Sell |
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|
2024
Q1 | $703K | Sell |
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|
2023
Q4 | $550K | Sell |
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|
2023
Q3 | $597K | Buy |
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|
2023
Q2 | $605K | Sell |
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|
2023
Q1 | $778K | Sell |
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|
2022
Q4 | $764K | Sell |
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|
2022
Q3 | $1.35M | Sell |
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|
2022
Q2 | $1.37M | Buy |
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|
2022
Q1 | $1.89M | Buy |
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|
2021
Q4 | $1.54M | Buy |
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|
2021
Q3 | $1.64M | Buy |
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|
2021
Q2 | $1.61M | Buy |
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|
2021
Q1 | $1.18M | Hold |
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|
2020
Q4 | $1.18M | Sell |
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|
2020
Q3 | $852K | Sell |
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|
2020
Q2 | $786K | Sell |
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|
2020
Q1 | $1.7M | Sell |
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|
2019
Q4 | $2.48M | Buy |
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|
2019
Q3 | $2.18M | Buy |
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|
2019
Q2 | $2.32M | Sell |
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|
2019
Q1 | $2.38K | Sell |
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|
2018
Q4 | $2.47M | Buy |
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|
2018
Q3 | $2.64M | Sell |
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|
2018
Q2 | $2.39M | Buy |
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|
2018
Q1 | $577K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $605K | Buy |
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|
2015
Q2 | $594K | Buy |
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|
2015
Q1 | $446K | Buy |
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|
2014
Q4 | $312K | Sell |
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|
2014
Q3 | $302K | Buy |
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