Beacon Investment Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,184
| Closed | -$558K | – | 134 |
|
|
2023
Q4 | $558K | Sell |
6,184
-1,330
| -18% | -$120K | 0.36% | 72 |
|
|
2023
Q3 | $609K | Sell |
7,514
-298
| -4% | -$24.2K | 0.43% | 65 |
|
|
2023
Q2 | $697K | Sell |
7,812
-198
| -2% | -$17.7K | 0.48% | 60 |
|
|
2023
Q1 | $802K | Hold |
8,010
| – | – | 0.59% | 54 |
|
|
2022
Q4 | $696K | Buy |
+8,010
| New | +$696K | 0.58% | 57 |
|