Beaumont Financial 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 | $1.75M | Sell |
|
|||||
|
2025
Q2 | $1.94M | Sell |
|
|||||
|
2025
Q1 | $1.96M | Sell |
|
|||||
|
2024
Q4 | $2.39M | Sell |
|
|||||
|
2024
Q3 | $2.32M | Sell |
|
|||||
|
2024
Q2 | $2.59M | Sell |
|
|||||
|
2024
Q1 | $3.63M | Sell |
|
|||||
|
2023
Q4 | $2.79M | Sell |
|
|||||
|
2023
Q3 | $6.45M | Sell |
|
|||||
|
2023
Q2 | $7.32M | Buy |
|
|||||
|
2023
Q1 | $8.13M | Buy |
|
|||||
|
2022
Q4 | $5.45M | Sell |
|
|||||
|
2022
Q3 | $7.55M | Buy |
|
|||||
|
2022
Q2 | $7.1M | Sell |
|
|||||
|
2022
Q1 | $11.8M | Buy |
|
|||||
|
2021
Q4 | $11.1M | Sell |
|
|||||
|
2021
Q3 | $12.3M | Buy |
|
|||||
|
2021
Q2 | $12.5M | Buy |
|
|||||
|
2021
Q1 | $11.9M | Buy |
|
|||||
|
2020
Q4 | $9.49M | Buy |
|
|||||
|
2020
Q3 | $6.08M | Buy |
|
|||||
|
2020
Q2 | $5.42M | Buy |
|
|||||
|
2020
Q1 | $3.84M | Sell |
|
|||||
|
2019
Q4 | $6.81M | Buy |
|
|||||
|
2019
Q3 | $5.73M | Buy |
|
|||||
|
2019
Q2 | $1.12M | Buy |
|
|||||
|
2019
Q1 | $801K | Buy |
|
|||||
|
2018
Q4 | $523K | Buy |
|
|||||
|
2018
Q3 | $553K | Sell |
|
|||||
|
2018
Q2 | $497K | Sell |
|
|||||
|
2018
Q1 | $485K | Buy |
|
|||||
|
2017
Q4 | $352K | Buy |
|
|||||
|
2017
Q3 | $312K | Sell |
|
|||||
|
2017
Q2 | $405K | Buy |
|
|||||
|
2017
Q1 | $361K | Buy |
|
|||||
|
2016
Q4 | $248K | Buy |
|
|||||
|
2016
Q3 | $216K | Hold |
|
|||||
|
2016
Q2 | $227K | Sell |
|
|||||
|
2016
Q1 | $6.49M | Buy |
|
|||||
|
2015
Q4 | $266K | Sell |
|
|||||
|
2015
Q3 | $7.27M | Hold |
|
|||||
|
2015
Q2 | $7.27M | Sell |
|
|||||
|
2015
Q1 | $6.8M | Buy |
|
|||||
|
2014
Q4 | $6.08M | Buy |
|
|||||
|
2014
Q3 | $5.27M | Buy |
|
|||||
|
2014
Q2 | $4.92M | Buy |
|
|||||
|
2014
Q1 | $4.57M | Buy |
|
|||||
|
2013
Q4 | $237K | Hold |
|
|||||
|
2013
Q3 | $200K | Buy |
|