BBWA
Bell & Brown Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.66M | Buy |
53,675
+51
| +0.1% | +$6.33K | 2.38% | 16 |
|
|
2025
Q1 | $5.29M | Buy |
53,624
+679
| +1% | +$67K | 2.06% | 16 |
|
|
2024
Q4 | $5.9M | Buy |
52,945
+938
| +2% | +$104K | 2.19% | 18 |
|
|
2024
Q3 | $5M | Buy |
52,007
+751
| +1% | +$72.2K | 1.96% | 21 |
|
|
2024
Q2 | $5.09M | Buy |
51,256
+1,434
| +3% | +$142K | 1.95% | 18 |
|
|
2024
Q1 | $6.1M | Buy |
49,822
+1,707
| +4% | +$209K | 2.61% | 14 |
|
|
2023
Q4 | $4.34M | Buy |
+48,115
| New | +$4.34M | 2.02% | 18 |
|
|
2023
Q2 | $4.21M | Buy |
47,161
+1,443
| +3% | +$129K | 2.11% | 17 |
|
|
2023
Q1 | $4.58M | Buy |
45,718
+1,138
| +3% | +$114K | 2.44% | 12 |
|
|
2022
Q4 | $3.87M | Buy |
44,580
+4,188
| +10% | +$364K | 2.13% | 19 |
|
|
2022
Q3 | $3.81M | Buy |
40,392
+547
| +1% | +$51.6K | 2.35% | 12 |
|
|
2022
Q2 | $3.76M | Buy |
39,845
+342
| +0.9% | +$32.3K | 2.01% | 19 |
|
|
2022
Q1 | $5.42M | Buy |
39,503
+316
| +0.8% | +$43.3K | 2.45% | 12 |
|
|
2021
Q4 | $5.69M | Buy |
39,187
+8,902
| +29% | +$1.29M | 2.75% | 9 |
|
|
2021
Q3 | $5.12M | Buy |
+30,285
| New | +$5.12M | 2.76% | 9 |
|
|
2020
Q3 | $3.74M | Buy |
29,614
+301
| +1% | +$38K | 2.71% | 13 |
|
|
2020
Q2 | $3.81M | Buy |
29,313
+210
| +0.7% | +$27.3K | 2.98% | 7 |
|
|
2020
Q1 | $3.1M | Buy |
29,103
+402
| +1% | +$42.9K | 2.88% | 9 |
|
|
2019
Q4 | $4.16M | Sell |
28,701
-640
| -2% | -$92.7K | 3.1% | 4 |
|
|
2019
Q3 | $3.82M | Buy |
29,341
+124
| +0.4% | +$16.1K | 3.14% | 4 |
|
|
2019
Q2 | $4.08M | Buy |
29,217
+500
| +2% | +$69.8K | 3.6% | 3 |
|
|
2019
Q1 | $3.19M | Buy |
28,717
+413
| +1% | +$45.8K | 2.91% | 3 |
|
|
2018
Q4 | $3.1M | Buy |
28,304
+218
| +0.8% | +$23.9K | 3.32% | 3 |
|
|
2018
Q3 | $3.23M | Buy |
28,086
+576
| +2% | +$66.1K | 2.99% | 3 |
|
|
2018
Q2 | $2.88M | Buy |
27,510
+3,205
| +13% | +$336K | 2.85% | 4 |
|
|
2018
Q1 | $2.43M | Buy |
24,305
+1,064
| +5% | +$106K | 2.55% | 5 |
|
|
2017
Q4 | $2.5M | Buy |
+23,241
| New | +$2.5M | 2.59% | 6 |
|