Beam Wealth Advisors’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 | $1.77M | Sell |
14,285
-684
| -5% | -$84.8K | 0.53% | 48 |
|
|
2025
Q1 | $1.48M | Sell |
14,969
-3,092
| -17% | -$305K | 0.5% | 49 |
|
|
2024
Q4 | $2.01M | Sell |
18,061
-716
| -4% | -$79.7K | 0.64% | 40 |
|
|
2024
Q3 | $1.81M | Buy |
18,777
+644
| +4% | +$61.9K | 0.55% | 41 |
|
|
2024
Q2 | $1.8M | Buy |
18,133
+15,517
| +593% | +$1.54M | 0.6% | 37 |
|
|
2024
Q1 | $320K | Buy |
+2,616
| New | +$320K | 0.19% | 84 |
|
|
2023
Q3 | – | Sell |
-3,417
| Closed | -$305K | – | 100 |
|
|
2023
Q2 | $305K | Buy |
3,417
+714
| +26% | +$63.7K | 0.21% | 78 |
|
|
2023
Q1 | $271K | Buy |
2,703
+9
| +0.3% | +$901 | 0.27% | 79 |
|
|
2022
Q4 | $234K | Sell |
2,694
-46
| -2% | -$4K | 0.24% | 86 |
|
|
2022
Q3 | $258K | Buy |
2,740
+46
| +2% | +$4.33K | 0.29% | 83 |
|
|
2022
Q2 | $254K | Buy |
2,694
+556
| +26% | +$52.4K | 0.28% | 82 |
|
|
2022
Q1 | $293K | Buy |
2,138
+841
| +65% | +$115K | 0.34% | 66 |
|
|
2021
Q4 | $201K | Sell |
1,297
-263
| -17% | -$40.8K | 0.23% | 86 |
|
|
2021
Q3 | $264K | Buy |
1,560
+116
| +8% | +$19.6K | 0.23% | 111 |
|
|
2021
Q2 | $254K | Buy |
1,444
+183
| +15% | +$32.2K | 0.22% | 113 |
|
|
2021
Q1 | $233K | Buy |
1,261
+143
| +13% | +$26.4K | 0.21% | 117 |
|
|
2020
Q4 | $202K | Sell |
1,118
-5,856
| -84% | -$1.06M | 0.19% | 120 |
|
|
2020
Q3 | $865K | Sell |
6,974
-683
| -9% | -$84.7K | 0.81% | 39 |
|
|
2020
Q2 | $876K | Sell |
7,657
-77
| -1% | -$8.81K | 0.88% | 36 |
|
|
2020
Q1 | $747K | Buy |
7,734
+173
| +2% | +$16.7K | 0.74% | 41 |
|
|
2019
Q4 | $1.09M | Buy |
+7,561
| New | +$1.09M | 1.02% | 25 |
|