Beech Hill 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 | $4.6M | Sell |
37,112
-11,464
| -24% | -$1.42M | 2.07% | 11 |
|
2025
Q1 | $4.79M | Sell |
48,576
-1,085
| -2% | -$107K | 1.91% | 13 |
|
2024
Q4 | $5.53M | Sell |
49,661
-670
| -1% | -$74.6K | 2.07% | 11 |
|
2024
Q3 | $4.84M | Buy |
50,331
+3,839
| +8% | +$369K | 1.84% | 16 |
|
2024
Q2 | $4.62M | Buy |
46,492
+1,885
| +4% | +$187K | 1.9% | 15 |
|
2024
Q1 | $5.46M | Buy |
44,607
+1,221
| +3% | +$149K | 2.27% | 9 |
|
2023
Q4 | $3.92M | Sell |
43,386
-2,474
| -5% | -$223K | 1.89% | 15 |
|
2023
Q3 | $3.72M | Sell |
45,860
-275
| -0.6% | -$22.3K | 1.87% | 17 |
|
2023
Q2 | $4.12M | Buy |
46,135
+305
| +0.7% | +$27.2K | 2% | 18 |
|
2023
Q1 | $4.59M | Sell |
45,830
-240
| -0.5% | -$24K | 2.31% | 10 |
|
2022
Q4 | $4M | Sell |
46,070
-245
| -0.5% | -$21.3K | 2.22% | 16 |
|
2022
Q3 | $4.37M | Sell |
46,315
-230
| -0.5% | -$21.7K | 2.5% | 7 |
|
2022
Q2 | $4.39M | Sell |
46,545
-1,785
| -4% | -$169K | 2.35% | 11 |
|
2022
Q1 | $6.63M | Buy |
48,330
+16,095
| +50% | +$2.21M | 2.7% | 6 |
|
2021
Q4 | $4.99M | Buy |
32,235
+28,810
| +841% | +$4.46M | 1.9% | 17 |
|
2021
Q3 | $579K | Sell |
3,425
-100
| -3% | -$16.9K | 0.24% | 70 |
|
2021
Q2 | $620K | Hold |
3,525
| – | – | 0.25% | 65 |
|
2021
Q1 | $650K | Sell |
3,525
-1,350
| -28% | -$249K | 0.27% | 64 |
|
2020
Q4 | $883K | Buy |
4,875
+150
| +3% | +$27.2K | 0.39% | 54 |
|
2020
Q3 | $586K | Sell |
4,725
-200
| -4% | -$24.8K | 0.29% | 60 |
|
2020
Q2 | $549K | Buy |
4,925
+200
| +4% | +$22.3K | 0.28% | 59 |
|
2020
Q1 | $456K | Sell |
4,725
-50
| -1% | -$4.83K | 0.31% | 55 |
|
2019
Q4 | $691K | Sell |
4,775
-24
| -0.5% | -$3.47K | 0.32% | 50 |
|
2019
Q3 | $625K | Hold |
4,799
| – | – | 0.33% | 51 |
|
2019
Q2 | $670K | Sell |
4,799
-2,400
| -33% | -$335K | 0.35% | 50 |
|
2019
Q1 | $799K | Buy |
7,199
+3,024
| +72% | +$336K | 0.49% | 43 |
|
2018
Q4 | $458K | Sell |
4,175
-100
| -2% | -$11K | 0.28% | 51 |
|
2018
Q3 | $500K | Hold |
4,275
| – | – | 0.26% | 54 |
|
2018
Q2 | $448K | Buy |
4,275
+1,175
| +38% | +$123K | 0.25% | 54 |
|
2018
Q1 | $311K | Buy |
+3,100
| New | +$311K | 0.16% | 61 |
|
2017
Q2 | – | Sell |
-36,155
| Closed | -$4.1M | – | 91 |
|
2017
Q1 | $4.1M | Sell |
36,155
-17,395
| -32% | -$1.97M | 2.36% | 20 |
|
2016
Q4 | $5.58M | Sell |
53,550
-200
| -0.4% | -$20.8K | 3.34% | 4 |
|
2016
Q3 | $4.99M | Buy |
53,750
+21,575
| +67% | +$2M | 3.05% | 8 |
|
2016
Q2 | $3.15M | Buy |
+32,175
| New | +$3.15M | 2.13% | 23 |
|
2013
Q3 | – | Sell |
-3,700
| Closed | -$234K | – | 138 |
|
2013
Q2 | $234K | Buy |
+3,700
| New | +$234K | 0.13% | 107 |
|