Beam Wealth 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
Q3 | $1.54M | Sell |
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|
2025
Q2 | $1.77M | Sell |
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|
2025
Q1 | $1.48M | Sell |
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|
2024
Q4 | $2.01M | Sell |
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|
2024
Q3 | $1.81M | Buy |
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|
2024
Q2 | $1.8M | Buy |
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|
2024
Q1 | $320K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $305K | Buy |
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $258K | Buy |
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|
2022
Q2 | $254K | Buy |
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|
2022
Q1 | $293K | Buy |
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|
2021
Q4 | $201K | Sell |
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|
2021
Q3 | $264K | Buy |
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|
2021
Q2 | $254K | Buy |
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|
2021
Q1 | $233K | Buy |
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|
2020
Q4 | $202K | Sell |
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|
2020
Q3 | $865K | Sell |
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|
2020
Q2 | $876K | Sell |
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|
2020
Q1 | $747K | Buy |
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|
2019
Q4 | $1.09M | Buy |
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