BFC
Bedel Financial Consulting’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Hold |
14,140
| – | – | 0.24% | 58 |
|
|
2025
Q1 | $1.3M | Sell |
14,140
-1,101
| -7% | -$101K | 0.19% | 71 |
|
|
2024
Q4 | $1.68M | Sell |
15,241
-265
| -2% | -$29.3K | 0.23% | 57 |
|
|
2024
Q3 | $1.49M | Sell |
15,506
-427
| -3% | -$41.1K | 0.21% | 63 |
|
|
2024
Q2 | $1.58M | Sell |
15,933
-280
| -2% | -$27.8K | 0.23% | 52 |
|
|
2024
Q1 | $1.98M | Sell |
16,213
-763
| -4% | -$93.4K | 0.31% | 39 |
|
|
2023
Q4 | $1.53M | Sell |
16,976
-690
| -4% | -$62.3K | 0.28% | 47 |
|
|
2023
Q3 | $1.43M | Sell |
17,666
-167
| -0.9% | -$13.5K | 0.29% | 44 |
|
|
2023
Q2 | $1.59M | Buy |
17,833
+54
| +0.3% | +$4.82K | 0.33% | 43 |
|
|
2023
Q1 | $1.78M | Buy |
17,779
+176
| +1% | +$17.6K | 0.43% | 32 |
|
|
2022
Q4 | $1.53M | Sell |
17,603
-5,583
| -24% | -$485K | 0.38% | 35 |
|
|
2022
Q3 | $2.33M | Buy |
23,186
+663
| +3% | +$66.6K | 0.62% | 21 |
|
|
2022
Q2 | $2.13M | Sell |
22,523
-103
| -0.5% | -$9.72K | 0.62% | 18 |
|
|
2022
Q1 | $3.1M | Buy |
22,626
+524
| +2% | +$71.9K | 0.98% | 10 |
|
|
2021
Q4 | $3.42M | Buy |
22,102
+46
| +0.2% | +$7.12K | 1.06% | 9 |
|
|
2021
Q3 | $3.73M | Buy |
22,056
+21
| +0.1% | +$3.55K | 1.28% | 8 |
|
|
2021
Q2 | $3.87M | Buy |
22,035
+33
| +0.1% | +$5.8K | 1.35% | 8 |
|
|
2021
Q1 | $4.06M | Buy |
22,002
+160
| +0.7% | +$29.5K | 1.57% | 8 |
|
|
2020
Q4 | $3.96M | Sell |
21,842
-665
| -3% | -$120K | 1.76% | 8 |
|
|
2020
Q3 | $2.79M | Sell |
22,507
-116
| -0.5% | -$14.4K | 1.4% | 9 |
|
|
2020
Q2 | $2.52M | Buy |
22,623
+118
| +0.5% | +$13.2K | 1.36% | 8 |
|
|
2020
Q1 | $2.17M | Buy |
22,505
+3,903
| +21% | +$377K | 1.44% | 7 |
|
|
2019
Q4 | $2.69M | Buy |
18,602
+6
| +0% | +$868 | 1.53% | 7 |
|
|
2019
Q3 | $2.42M | Buy |
18,596
+107
| +0.6% | +$13.9K | 1.46% | 7 |
|
|
2019
Q2 | $2.58M | Buy |
18,489
+117
| +0.6% | +$16.3K | 1.57% | 7 |
|
|
2019
Q1 | $2.04M | Buy |
18,372
+109
| +0.6% | +$12.1K | 1.3% | 7 |
|
|
2018
Q4 | $2M | Buy |
18,263
+909
| +5% | +$99.6K | 1.44% | 6 |
|
|
2018
Q3 | $2.02M | Buy |
17,354
+422
| +2% | +$49K | 1.35% | 7 |
|
|
2018
Q2 | $1.78M | Sell |
16,932
-61
| -0.4% | -$6.4K | 1.31% | 9 |
|
|
2018
Q1 | $1.71M | Sell |
16,993
-220
| -1% | -$22.1K | 1.3% | 9 |
|
|
2017
Q4 | $1.85M | Buy |
+17,213
| New | +$1.85M | 1.67% | 8 |
|