Beaird Harris Wealth Management’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 | $47.9K | Buy |
386
+150
| +64% | +$18.6K | ﹤0.01% | 249 |
|
|
2025
Q1 | $23.3K | Sell |
236
-81
| -26% | -$7.99K | ﹤0.01% | 297 |
|
|
2024
Q4 | $35.3K | Sell |
317
-11
| -3% | -$1.23K | ﹤0.01% | 259 |
|
|
2024
Q3 | $31.6K | Sell |
328
-271
| -45% | -$26.1K | ﹤0.01% | 264 |
|
|
2024
Q2 | $59.5K | Buy |
599
+101
| +20% | +$10K | 0.01% | 207 |
|
|
2024
Q1 | $61K | Hold |
498
| – | – | 0.01% | 188 |
|
|
2023
Q4 | $45K | Buy |
498
+117
| +31% | +$10.6K | ﹤0.01% | 196 |
|
|
2023
Q3 | $30.9K | Buy |
381
+11
| +3% | +$892 | ﹤0.01% | 201 |
|
|
2023
Q2 | $33K | Sell |
370
-274
| -43% | -$24.5K | ﹤0.01% | 194 |
|
|
2023
Q1 | $64.5K | Sell |
644
-385
| -37% | -$38.6K | 0.01% | 159 |
|
|
2022
Q4 | $89.4K | Buy |
1,029
+386
| +60% | +$33.5K | 0.02% | 139 |
|
|
2022
Q3 | $61K | Buy |
643
+331
| +106% | +$31.4K | 0.01% | 151 |
|
|
2022
Q2 | $29K | Sell |
312
-182
| -37% | -$16.9K | 0.01% | 177 |
|
|
2022
Q1 | $68K | Sell |
494
-1,606
| -76% | -$221K | 0.02% | 165 |
|
|
2021
Q4 | $325K | Buy |
+2,100
| New | +$325K | 0.12% | 84 |
|