BPA
Beacon Pointe Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.1M | Sell |
210,091
-104,680
| -33% | -$13M | 0.27% | 76 |
|
|
2025
Q1 | $31.1M | Buy |
314,771
+101,139
| +47% | +$9.98M | 0.35% | 58 |
|
|
2024
Q4 | $23.8M | Sell |
213,632
-3,952
| -2% | -$440K | 0.26% | 88 |
|
|
2024
Q3 | $20.9M | Sell |
217,584
-2,142
| -1% | -$206K | 0.24% | 104 |
|
|
2024
Q2 | $21.8M | Sell |
219,726
-24,855
| -10% | -$2.47M | 0.26% | 89 |
|
|
2024
Q1 | $29.9M | Buy |
244,581
+29,535
| +14% | +$3.61M | 0.33% | 62 |
|
|
2023
Q4 | $19.4M | Sell |
215,046
-118,233
| -35% | -$10.7M | 0.23% | 107 |
|
|
2023
Q3 | $27M | Buy |
333,279
+147,058
| +79% | +$11.9M | 0.34% | 66 |
|
|
2023
Q2 | $16.6M | Sell |
186,221
-22,043
| -11% | -$1.97M | 0.27% | 88 |
|
|
2023
Q1 | $20.9M | Buy |
208,264
+27,415
| +15% | +$2.75M | 0.36% | 69 |
|
|
2022
Q4 | $15.7M | Buy |
180,849
+2,913
| +2% | +$253K | 0.3% | 79 |
|
|
2022
Q3 | $16.8M | Sell |
177,936
-4,611
| -3% | -$435K | 0.38% | 66 |
|
|
2022
Q2 | $17.2M | Sell |
182,547
-35,912
| -16% | -$3.39M | 0.36% | 66 |
|
|
2022
Q1 | $30M | Buy |
218,459
+90,602
| +71% | +$12.4M | 0.41% | 54 |
|
|
2021
Q4 | $19.8M | Sell |
127,857
-870
| -0.7% | -$135K | 0.52% | 41 |
|
|
2021
Q3 | $21.8M | Buy |
128,727
+41,382
| +47% | +$7M | 0.54% | 37 |
|
|
2021
Q2 | $15.4M | Buy |
87,345
+49,663
| +132% | +$8.73M | 0.54% | 41 |
|
|
2021
Q1 | $6.95M | Sell |
37,682
-5,047
| -12% | -$931K | 0.43% | 59 |
|
|
2020
Q4 | $7.74M | Buy |
42,729
+14,582
| +52% | +$2.64M | 0.53% | 42 |
|
|
2020
Q3 | $3.49M | Sell |
28,147
-3,347
| -11% | -$415K | 0.34% | 67 |
|
|
2020
Q2 | $3.5M | Buy |
31,494
+18,538
| +143% | +$2.06M | 0.35% | 72 |
|
|
2020
Q1 | $1.25M | Buy |
12,956
+6,548
| +102% | +$632K | 0.2% | 106 |
|
|
2019
Q4 | $929K | Buy |
6,408
+1,837
| +40% | +$266K | 0.29% | 77 |
|
|
2019
Q3 | $599K | Sell |
4,571
-1,984
| -30% | -$260K | 0.26% | 92 |
|
|
2019
Q2 | $914K | Sell |
6,555
-29,032
| -82% | -$4.05M | 0.33% | 75 |
|
|
2019
Q1 | $3.95M | Buy |
35,587
+29,981
| +535% | +$3.33M | 1.48% | 15 |
|
|
2018
Q4 | $614K | Buy |
+5,606
| New | +$614K | 0.37% | 76 |
|