BFA
Beaumont Financial Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Sell |
15,677
-4,133
| -21% | -$513K | 0.14% | 92 |
|
|
2025
Q1 | $1.96M | Sell |
19,810
-1,629
| -8% | -$161K | 0.15% | 90 |
|
|
2024
Q4 | $2.39M | Sell |
21,439
-2,667
| -11% | -$297K | 0.18% | 80 |
|
|
2024
Q3 | $2.32M | Sell |
24,106
-1,938
| -7% | -$186K | 0.18% | 78 |
|
|
2024
Q2 | $2.59M | Sell |
26,044
-3,600
| -12% | -$357K | 0.21% | 72 |
|
|
2024
Q1 | $3.63M | Sell |
29,644
-1,285
| -4% | -$157K | 0.3% | 58 |
|
|
2023
Q4 | $2.79M | Sell |
30,929
-48,699
| -61% | -$4.4M | 0.25% | 62 |
|
|
2023
Q3 | $6.45M | Sell |
79,628
-2,375
| -3% | -$192K | 0.64% | 41 |
|
|
2023
Q2 | $7.32M | Buy |
82,003
+770
| +0.9% | +$68.7K | 0.68% | 43 |
|
|
2023
Q1 | $8.13M | Buy |
81,233
+18,496
| +29% | +$1.85M | 0.82% | 29 |
|
|
2022
Q4 | $5.45M | Sell |
62,737
-17,325
| -22% | -$1.51M | 0.55% | 34 |
|
|
2022
Q3 | $7.55M | Buy |
80,062
+4,803
| +6% | +$453K | 0.72% | 32 |
|
|
2022
Q2 | $7.1M | Sell |
75,259
-10,911
| -13% | -$1.03M | 0.64% | 41 |
|
|
2022
Q1 | $11.8M | Buy |
86,170
+14,624
| +20% | +$2.01M | 0.9% | 32 |
|
|
2021
Q4 | $11.1M | Sell |
71,546
-1,111
| -2% | -$172K | 0.8% | 38 |
|
|
2021
Q3 | $12.3M | Buy |
72,657
+1,464
| +2% | +$248K | 0.95% | 31 |
|
|
2021
Q2 | $12.5M | Buy |
71,193
+6,880
| +11% | +$1.21M | 0.95% | 34 |
|
|
2021
Q1 | $11.9M | Buy |
64,313
+11,928
| +23% | +$2.2M | 1.01% | 31 |
|
|
2020
Q4 | $9.49M | Buy |
52,385
+3,385
| +7% | +$613K | 0.84% | 32 |
|
|
2020
Q3 | $6.08M | Buy |
49,000
+418
| +0.9% | +$51.9K | 0.58% | 53 |
|
|
2020
Q2 | $5.42M | Buy |
48,582
+8,840
| +22% | +$986K | 0.57% | 55 |
|
|
2020
Q1 | $3.84M | Sell |
39,742
-7,323
| -16% | -$707K | 0.48% | 47 |
|
|
2019
Q4 | $6.81M | Buy |
47,065
+3,110
| +7% | +$450K | 0.67% | 49 |
|
|
2019
Q3 | $5.73M | Buy |
43,955
+35,944
| +449% | +$4.68M | 0.57% | 49 |
|
|
2019
Q2 | $1.12M | Buy |
8,011
+795
| +11% | +$111K | 0.12% | 112 |
|
|
2019
Q1 | $801K | Buy |
7,216
+2,450
| +51% | +$272K | 0.09% | 129 |
|
|
2018
Q4 | $523K | Buy |
4,766
+41
| +0.9% | +$4.5K | 0.09% | 122 |
|
|
2018
Q3 | $553K | Sell |
4,725
-20
| -0.4% | -$2.34K | 0.06% | 142 |
|
|
2018
Q2 | $497K | Sell |
4,745
-84
| -2% | -$8.8K | 0.05% | 133 |
|
|
2018
Q1 | $485K | Buy |
4,829
+1,551
| +47% | +$156K | 0.05% | 141 |
|
|
2017
Q4 | $352K | Buy |
3,278
+108
| +3% | +$11.6K | 0.04% | 141 |
|
|
2017
Q3 | $312K | Sell |
3,170
-644
| -17% | -$63.4K | 0.04% | 143 |
|
|
2017
Q2 | $405K | Buy |
3,814
+628
| +20% | +$66.7K | 0.05% | 129 |
|
|
2017
Q1 | $361K | Buy |
3,186
+806
| +34% | +$91.3K | 0.05% | 139 |
|
|
2016
Q4 | $248K | Buy |
2,380
+54
| +2% | +$5.63K | 0.04% | 135 |
|
|
2016
Q3 | $216K | Hold |
2,326
| – | – | 0.03% | 135 |
|
|
2016
Q2 | $227K | Sell |
2,326
-59,547
| -96% | -$5.81M | 0.04% | 129 |
|
|
2016
Q1 | $6.49M | Buy |
61,873
+59,339
| +2,342% | +$6.22M | 1.06% | 37 |
|
|
2015
Q4 | $266K | Sell |
2,534
-61,175
| -96% | -$6.42M | 0.04% | 101 |
|
|
2015
Q3 | $7.27M | Hold |
63,709
| – | – | 1.05% | 43 |
|
|
2015
Q2 | $7.27M | Sell |
63,709
-1,094
| -2% | -$125K | 1.05% | 43 |
|
|
2015
Q1 | $6.8M | Buy |
64,803
+253
| +0.4% | +$26.5K | 0.24% | 65 |
|
|
2014
Q4 | $6.08M | Buy |
64,550
+5,375
| +9% | +$506K | 0.29% | 71 |
|
|
2014
Q3 | $5.27M | Buy |
59,175
+1,765
| +3% | +$157K | 0.34% | 72 |
|
|
2014
Q2 | $4.92M | Buy |
57,410
+300
| +0.5% | +$25.7K | 0.35% | 73 |
|
|
2014
Q1 | $4.57M | Buy |
57,110
+54,006
| +1,740% | +$4.32M | 0.38% | 60 |
|
|
2013
Q4 | $237K | Hold |
3,104
| – | – | 0.02% | 134 |
|
|
2013
Q3 | $200K | Buy |
+3,104
| New | +$200K | 0.02% | 145 |
|