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Bellwether Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84K | Sell |
39
-6
| -13% | -$744 | ﹤0.01% | 419 |
|
|
2025
Q1 | $4.44K | Hold |
45
| – | – | ﹤0.01% | 380 |
|
|
2024
Q4 | $5.01K | Buy |
+45
| New | +$5.01K | ﹤0.01% | 379 |
|
|
2023
Q2 | – | Sell |
-54
| Closed | -$5.41K | – | 187 |
|
|
2023
Q1 | $5.41K | Hold |
54
| – | – | ﹤0.01% | 301 |
|
|
2022
Q4 | $4.69K | Sell |
54
-55
| -50% | -$4.78K | ﹤0.01% | 316 |
|
|
2022
Q3 | $10K | Buy |
109
+55
| +102% | +$5.05K | ﹤0.01% | 261 |
|
|
2022
Q2 | $5K | Sell |
54
-23
| -30% | -$2.13K | ﹤0.01% | 277 |
|
|
2022
Q1 | $10K | Hold |
77
| – | – | ﹤0.01% | 309 |
|
|
2021
Q4 | $11K | Hold |
77
| – | – | ﹤0.01% | 324 |
|
|
2021
Q3 | $13K | Sell |
77
-51
| -40% | -$8.61K | ﹤0.01% | 283 |
|
|
2021
Q2 | $22K | Hold |
128
| – | – | 0.01% | 216 |
|
|
2021
Q1 | $23K | Hold |
128
| – | – | 0.01% | 196 |
|
|
2020
Q4 | $23K | Buy |
+128
| New | +$23K | 0.01% | 192 |
|