Beacon Investment Advisory Services’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 | $11.2M | Sell |
90,142
-8,155
| -8% | -$1.01M | 0.49% | 57 |
|
|
2025
Q1 | $9.7M | Sell |
98,297
-2,271
| -2% | -$224K | 0.45% | 64 |
|
|
2024
Q4 | $11.2M | Sell |
100,568
-971
| -1% | -$108K | 0.49% | 59 |
|
|
2024
Q3 | $9.77M | Sell |
101,539
-2,032
| -2% | -$195K | 0.41% | 63 |
|
|
2024
Q2 | $10.3M | Buy |
103,571
+1,113
| +1% | +$111K | 0.44% | 59 |
|
|
2024
Q1 | $12.5M | Buy |
102,458
+5,322
| +5% | +$651K | 0.54% | 58 |
|
|
2023
Q4 | $8.77M | Sell |
97,136
-12,600
| -11% | -$1.14M | 0.4% | 62 |
|
|
2023
Q3 | $8.89M | Sell |
109,736
-39
| -0% | -$3.16K | 0.44% | 59 |
|
|
2023
Q2 | $9.8M | Sell |
109,775
-2,126
| -2% | -$190K | 0.45% | 59 |
|
|
2023
Q1 | $11.2M | Buy |
111,901
+4,731
| +4% | +$474K | 0.54% | 53 |
|
|
2022
Q4 | $9.31M | Buy |
107,170
+19,751
| +23% | +$1.72M | 0.48% | 54 |
|
|
2022
Q3 | $8.25M | Sell |
87,419
-33,073
| -27% | -$3.12M | 0.45% | 60 |
|
|
2022
Q2 | $11.4M | Sell |
120,492
-6,040
| -5% | -$570K | 0.59% | 50 |
|
|
2022
Q1 | $17.4M | Buy |
126,532
+262
| +0.2% | +$35.9K | 0.74% | 41 |
|
|
2021
Q4 | $19.6M | Sell |
126,270
-2,041
| -2% | -$316K | 0.76% | 37 |
|
|
2021
Q3 | $21.7M | Sell |
128,311
-2,167
| -2% | -$367K | 0.9% | 35 |
|
|
2021
Q2 | $22.9M | Buy |
130,478
+1,944
| +2% | +$342K | 0.93% | 33 |
|
|
2021
Q1 | $23.7M | Buy |
128,534
+27,150
| +27% | +$5.01M | 1.04% | 29 |
|
|
2020
Q4 | $18.4M | Buy |
101,384
+1,155
| +1% | +$209K | 0.85% | 35 |
|
|
2020
Q3 | $12.4M | Buy |
100,229
+3,711
| +4% | +$460K | 0.65% | 49 |
|
|
2020
Q2 | $10.8M | Sell |
96,518
-5,683
| -6% | -$634K | 0.61% | 50 |
|
|
2020
Q1 | $9.87M | Buy |
102,201
+6,528
| +7% | +$631K | 0.7% | 47 |
|
|
2019
Q4 | $13.8M | Buy |
95,673
+31,224
| +48% | +$4.52M | 0.74% | 40 |
|
|
2019
Q3 | $8.4M | Buy |
64,449
+25,002
| +63% | +$3.26M | 0.84% | 32 |
|
|
2019
Q2 | $5.51M | Buy |
39,447
+31,972
| +428% | +$4.46M | 0.58% | 48 |
|
|
2019
Q1 | $830K | Sell |
7,475
-6,699
| -47% | -$744K | 0.09% | 120 |
|
|
2018
Q4 | $1.55M | Buy |
14,174
+35
| +0.2% | +$3.84K | 0.17% | 97 |
|
|
2018
Q3 | $1.65M | Sell |
14,139
-3,638
| -20% | -$425K | 0.16% | 98 |
|
|
2018
Q2 | $1.86M | Sell |
17,777
-175
| -1% | -$18.3K | 0.19% | 94 |
|
|
2018
Q1 | $1.8M | Buy |
17,952
+6,985
| +64% | +$702K | 0.19% | 97 |
|
|
2017
Q4 | $1.18M | Sell |
10,967
-3,545
| -24% | -$381K | 0.12% | 109 |
|
|
2017
Q3 | $1.43M | Buy |
14,512
+11,312
| +354% | +$1.11M | 0.12% | 112 |
|
|
2017
Q2 | $340K | Sell |
3,200
-215
| -6% | -$22.8K | 0.06% | 75 |
|
|
2017
Q1 | $387K | Hold |
3,415
| – | – | 0.07% | 55 |
|
|
2016
Q4 | $356K | Hold |
3,415
| – | – | 0.07% | 51 |
|
|
2016
Q3 | $317K | Hold |
3,415
| – | – | 0.07% | 55 |
|
|
2016
Q2 | $334K | Hold |
3,415
| – | – | 0.07% | 51 |
|
|
2016
Q1 | $339K | Hold |
3,415
| – | – | 0.07% | 43 |
|
|
2015
Q4 | $359K | Hold |
3,415
| – | – | 0.07% | 43 |
|
|
2015
Q3 | $349K | Hold |
3,415
| – | – | 0.06% | 36 |
|
|
2015
Q2 | $390K | Buy |
+3,415
| New | +$390K | 0.06% | 36 |
|