Beacon Pointe Advisors’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
Q2 | $26.1M | Sell |
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|
2025
Q1 | $31.1M | Buy |
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|
2024
Q4 | $23.8M | Sell |
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|
2024
Q3 | $20.9M | Sell |
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|
2024
Q2 | $21.8M | Sell |
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|
2024
Q1 | $29.9M | Buy |
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|
2023
Q4 | $19.4M | Sell |
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|
2023
Q3 | $27M | Buy |
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|
2023
Q2 | $16.6M | Sell |
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|
2023
Q1 | $20.9M | Buy |
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|
2022
Q4 | $15.7M | Buy |
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|
2022
Q3 | $16.8M | Sell |
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|
2022
Q2 | $17.2M | Sell |
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|
2022
Q1 | $30M | Buy |
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|
2021
Q4 | $19.8M | Sell |
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|
2021
Q3 | $21.8M | Buy |
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|
2021
Q2 | $15.4M | Buy |
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|
2021
Q1 | $6.95M | Sell |
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|
2020
Q4 | $7.74M | Buy |
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|
2020
Q3 | $3.49M | Sell |
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|
2020
Q2 | $3.5M | Buy |
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|
2020
Q1 | $1.25M | Buy |
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|
2019
Q4 | $929K | Buy |
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|
2019
Q3 | $599K | Sell |
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|
2019
Q2 | $914K | Sell |
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|
2019
Q1 | $3.95M | Buy |
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|
2018
Q4 | $614K | Buy |
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