BAM
Belpointe Asset Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Buy |
23,756
+2,593
| +12% | +$322K | 0.12% | 148 |
|
|
2025
Q1 | $2.09M | Buy |
21,163
+568
| +3% | +$56.1K | 0.11% | 172 |
|
|
2024
Q4 | $1.86M | Buy |
20,595
+240
| +1% | +$21.7K | 0.11% | 183 |
|
|
2024
Q3 | $1.96M | Buy |
20,355
+1,697
| +9% | +$163K | 0.12% | 175 |
|
|
2024
Q2 | $1.85M | Buy |
18,658
+1,100
| +6% | +$109K | 0.13% | 154 |
|
|
2024
Q1 | $2.15M | Sell |
17,558
-431
| -2% | -$52.7K | 0.16% | 121 |
|
|
2023
Q4 | $1.62M | Sell |
17,989
-4,916
| -21% | -$444K | 0.14% | 143 |
|
|
2023
Q3 | $1.86M | Buy |
22,905
+5,540
| +32% | +$449K | 0.19% | 106 |
|
|
2023
Q2 | $1.55M | Sell |
17,365
-26,932
| -61% | -$2.4M | 0.16% | 126 |
|
|
2023
Q1 | $4.44M | Sell |
44,297
-4,919
| -10% | -$493K | 0.24% | 72 |
|
|
2022
Q4 | $4.28M | Buy |
49,216
+11,314
| +30% | +$983K | 0.26% | 69 |
|
|
2022
Q3 | $3.58M | Sell |
37,902
-414
| -1% | -$39K | 0.24% | 77 |
|
|
2022
Q2 | $3.62M | Sell |
38,316
-44,201
| -54% | -$4.17M | 0.24% | 83 |
|
|
2022
Q1 | $11.3M | Buy |
82,517
+18,487
| +29% | +$2.54M | 0.69% | 21 |
|
|
2021
Q4 | $9.92M | Buy |
64,030
+30,971
| +94% | +$4.8M | 0.62% | 21 |
|
|
2021
Q3 | $5.59M | Buy |
33,059
+1,257
| +4% | +$213K | 0.38% | 42 |
|
|
2021
Q2 | $5.59M | Buy |
31,802
+4,802
| +18% | +$844K | 0.4% | 41 |
|
|
2021
Q1 | $4.98M | Sell |
27,000
-291
| -1% | -$53.7K | 0.43% | 36 |
|
|
2020
Q4 | $4.95M | Buy |
27,291
+4,641
| +20% | +$841K | 0.44% | 40 |
|
|
2020
Q3 | $2.81M | Buy |
22,650
+988
| +5% | +$123K | 0.31% | 65 |
|
|
2020
Q2 | $2.23M | Buy |
21,662
+1,393
| +7% | +$143K | 0.29% | 72 |
|
|
2020
Q1 | $1.96M | Sell |
20,269
-259
| -1% | -$25K | 0.34% | 65 |
|
|
2019
Q4 | $2.97M | Buy |
20,528
+7,033
| +52% | +$1.02M | 0.38% | 62 |
|
|
2019
Q3 | $1.76M | Buy |
13,495
+2,091
| +18% | +$273K | 0.28% | 79 |
|
|
2019
Q2 | $1.59M | Sell |
11,404
-1,918
| -14% | -$268K | 0.31% | 72 |
|
|
2019
Q1 | $1.48M | Buy |
13,322
+4,009
| +43% | +$445K | 0.29% | 56 |
|
|
2018
Q4 | $1.02M | Buy |
9,313
+855
| +10% | +$93.7K | 0.26% | 77 |
|
|
2018
Q3 | $989K | Buy |
8,458
+3,572
| +73% | +$418K | 0.16% | 127 |
|
|
2018
Q2 | $512K | Buy |
4,886
+592
| +14% | +$62K | 0.14% | 160 |
|
|
2018
Q1 | $431K | Sell |
4,294
-3,526
| -45% | -$354K | 0.13% | 186 |
|
|
2017
Q4 | $841K | Buy |
7,820
+352
| +5% | +$37.9K | 0.18% | 115 |
|
|
2017
Q3 | $736K | Buy |
+7,468
| New | +$736K | 0.17% | 130 |
|