BFIM
Beese Fulmer Investment Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Buy |
131,391
+2,149
| +2% | +$266K | 1.21% | 27 |
|
|
2025
Q1 | $12.8M | Buy |
129,242
+2,021
| +2% | +$199K | 1.1% | 33 |
|
|
2024
Q4 | $14.2M | Buy |
127,221
+631
| +0.5% | +$70.3K | 1.21% | 29 |
|
|
2024
Q3 | $12.2M | Sell |
126,590
-1,579
| -1% | -$152K | 1.05% | 38 |
|
|
2024
Q2 | $12.7M | Sell |
128,169
-119
| -0.1% | -$11.8K | 1.16% | 30 |
|
|
2024
Q1 | $15.7M | Buy |
128,288
+70
| +0.1% | +$8.57K | 1.48% | 20 |
|
|
2023
Q4 | $11.6M | Sell |
128,218
-5,227
| -4% | -$472K | 1.2% | 30 |
|
|
2023
Q3 | $10.8M | Sell |
133,445
-2,831
| -2% | -$229K | 1.22% | 27 |
|
|
2023
Q2 | $12.2M | Sell |
136,276
-11,019
| -7% | -$984K | 1.32% | 23 |
|
|
2023
Q1 | $14.7M | Buy |
147,295
+4,428
| +3% | +$443K | 1.68% | 13 |
|
|
2022
Q4 | $12.4M | Buy |
142,867
+3,257
| +2% | +$283K | 1.49% | 16 |
|
|
2022
Q3 | $13.2M | Buy |
139,610
+20,276
| +17% | +$1.91M | 1.77% | 13 |
|
|
2022
Q2 | $11.3M | Sell |
119,334
-3,119
| -3% | -$294K | 1.44% | 21 |
|
|
2022
Q1 | $16.8M | Sell |
122,453
-495
| -0.4% | -$67.9K | 1.82% | 11 |
|
|
2021
Q4 | $19M | Buy |
122,948
+219
| +0.2% | +$33.9K | 1.98% | 8 |
|
|
2021
Q3 | $20.8M | Buy |
122,729
+469
| +0.4% | +$79.3K | 2.34% | 4 |
|
|
2021
Q2 | $21.5M | Sell |
122,260
-1,310
| -1% | -$230K | 2.43% | 4 |
|
|
2021
Q1 | $22.8M | Sell |
123,570
-1,801
| -1% | -$332K | 2.74% | 4 |
|
|
2020
Q4 | $22.7M | Sell |
125,371
-686
| -0.5% | -$124K | 2.9% | 4 |
|
|
2020
Q3 | $15.6M | Sell |
126,057
-3,061
| -2% | -$380K | 2.22% | 7 |
|
|
2020
Q2 | $14.4M | Sell |
129,118
-829
| -0.6% | -$92.4K | 2.12% | 7 |
|
|
2020
Q1 | $12.6M | Buy |
129,947
+898
| +0.7% | +$86.7K | 2.23% | 6 |
|
|
2019
Q4 | $18.7M | Sell |
129,049
-273
| -0.2% | -$39.5K | 2.61% | 5 |
|
|
2019
Q3 | $16.9M | Buy |
129,322
+14,863
| +13% | +$1.94M | 2.53% | 5 |
|
|
2019
Q2 | $16M | Buy |
114,459
+925
| +0.8% | +$129K | 3.03% | 3 |
|
|
2019
Q1 | $12.6M | Buy |
113,534
+2,326
| +2% | +$258K | 2.49% | 6 |
|
|
2018
Q4 | $12.2M | Buy |
111,208
+2,570
| +2% | +$282K | 2.74% | 4 |
|
|
2018
Q3 | $12.7M | Buy |
108,638
+1,011
| +0.9% | +$118K | 2.5% | 6 |
|
|
2018
Q2 | $11.3M | Buy |
107,627
+1,648
| +2% | +$173K | 2.37% | 6 |
|
|
2018
Q1 | $10.6M | Buy |
105,979
+2,933
| +3% | +$295K | 2.33% | 6 |
|
|
2017
Q4 | $11.1M | Buy |
103,046
+1,846
| +2% | +$198K | 2.37% | 5 |
|
|
2017
Q3 | $9.98M | Buy |
101,200
+1,065
| +1% | +$105K | 2.27% | 5 |
|
|
2017
Q2 | $10.6M | Sell |
100,135
-1,804
| -2% | -$192K | 2.54% | 3 |
|
|
2017
Q1 | $11.6M | Buy |
101,939
+738
| +0.7% | +$83.7K | 2.81% | 2 |
|
|
2016
Q4 | $10.5M | Sell |
101,201
-1,006
| -1% | -$105K | 2.72% | 3 |
|
|
2016
Q3 | $9.49M | Buy |
102,207
+1,089
| +1% | +$101K | 2.56% | 5 |
|
|
2016
Q2 | $9.89M | Sell |
101,118
-1,020
| -1% | -$99.8K | 2.81% | 4 |
|
|
2016
Q1 | $9.85M | Buy |
102,138
+209
| +0.2% | +$20.2K | 2.87% | 3 |
|
|
2015
Q4 | $10.7M | Sell |
101,929
-1,019
| -1% | -$107K | 3.3% | 1 |
|
|
2015
Q3 | $10.5M | Buy |
102,948
+3,169
| +3% | +$324K | 3.46% | 1 |
|
|
2015
Q2 | $11.4M | Sell |
99,779
-1,010
| -1% | -$115K | 3.67% | 1 |
|
|
2015
Q1 | $10.6M | Sell |
100,789
-1,775
| -2% | -$186K | 3.53% | 1 |
|
|
2014
Q4 | $9.66M | Sell |
102,564
-219
| -0.2% | -$20.6K | 3.03% | 3 |
|
|
2014
Q3 | $9.15M | Sell |
102,783
-1,524
| -1% | -$136K | 2.97% | 4 |
|
|
2014
Q2 | $8.94M | Sell |
104,307
-1,141
| -1% | -$97.8K | 2.9% | 4 |
|
|
2014
Q1 | $8.44M | Sell |
105,448
-361
| -0.3% | -$28.9K | 2.93% | 4 |
|
|
2013
Q4 | $8.08M | Sell |
105,809
-995
| -0.9% | -$76K | 2.87% | 5 |
|
|
2013
Q3 | $6.89M | Buy |
106,804
+560
| +0.5% | +$36.1K | 2.71% | 5 |
|
|
2013
Q2 | $6.71M | Buy |
+106,244
| New | +$6.71M | 2.87% | 5 |
|