Bell Investment 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 | $50.2K | Buy |
405
+40
| +11% | +$4.96K | 0.01% | 247 |
|
2025
Q1 | $36K | Buy |
365
+36
| +11% | +$3.55K | 0.01% | 271 |
|
2024
Q4 | $36.7K | Sell |
329
-45
| -12% | -$5.02K | 0.01% | 261 |
|
2024
Q3 | $36K | Sell |
374
-617
| -62% | -$59.4K | 0.01% | 277 |
|
2024
Q2 | $98.4K | Sell |
991
-1
| -0.1% | -$99 | 0.02% | 139 |
|
2024
Q1 | $121K | Buy |
992
+63
| +7% | +$7.71K | 0.02% | 130 |
|
2023
Q4 | $83.9K | Buy |
929
+275
| +42% | +$24.8K | 0.02% | 150 |
|
2023
Q3 | $53K | Buy |
654
+353
| +117% | +$28.6K | 0.01% | 172 |
|
2023
Q2 | $26.9K | Sell |
301
-141
| -32% | -$12.6K | 0.01% | 251 |
|
2023
Q1 | $44.3K | Buy |
442
+127
| +40% | +$12.7K | 0.01% | 177 |
|
2022
Q4 | $27.4K | Sell |
315
-252
| -44% | -$21.9K | 0.01% | 246 |
|
2022
Q3 | $54K | Buy |
567
+263
| +87% | +$25K | 0.02% | 127 |
|
2022
Q2 | $29K | Buy |
+304
| New | +$29K | 0.01% | 202 |
|
2021
Q4 | $47K | Sell |
300
-37
| -11% | -$5.8K | 0.01% | 166 |
|
2021
Q3 | $57K | Buy |
+337
| New | +$57K | 0.02% | 127 |
|