BFA
Benedict Financial Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
+13,661
| New | +$1.69M | 0.38% | 83 |
|
|
2024
Q3 | – | Sell |
-2,096
| Closed | -$208K | – | 127 |
|
|
2024
Q2 | $208K | Hold |
2,096
| – | – | 0.05% | 126 |
|
|
2024
Q1 | $256K | Buy |
+2,096
| New | +$256K | 0.07% | 121 |
|
|
2023
Q4 | – | Sell |
-3,344
| Closed | -$271K | – | 125 |
|
|
2023
Q3 | $271K | Buy |
3,344
+449
| +16% | +$36.4K | 0.08% | 114 |
|
|
2023
Q2 | $258K | Sell |
2,895
-57
| -2% | -$5.09K | 0.07% | 113 |
|
|
2023
Q1 | $296K | Sell |
2,952
-34
| -1% | -$3.41K | 0.08% | 110 |
|
|
2022
Q4 | $259K | Sell |
2,986
-10,511
| -78% | -$913K | 0.08% | 109 |
|
|
2022
Q3 | $1.27M | Sell |
13,497
-587
| -4% | -$55.4K | 0.41% | 78 |
|
|
2022
Q2 | $1.33M | Buy |
14,084
+993
| +8% | +$93.8K | 0.39% | 80 |
|
|
2022
Q1 | $1.8M | Buy |
13,091
+1,241
| +10% | +$170K | 0.48% | 71 |
|
|
2021
Q4 | $1.84M | Buy |
11,850
+5,016
| +73% | +$777K | 0.48% | 74 |
|
|
2021
Q3 | $1.16M | Sell |
6,834
-411
| -6% | -$69.5K | 0.32% | 89 |
|
|
2021
Q2 | $1.27M | Buy |
7,245
+2,295
| +46% | +$403K | 0.35% | 87 |
|
|
2021
Q1 | $913K | Buy |
4,950
+22
| +0.4% | +$4.06K | 0.26% | 95 |
|
|
2020
Q4 | $893K | Sell |
4,928
-270
| -5% | -$48.9K | 0.32% | 78 |
|
|
2020
Q3 | $645K | Sell |
5,198
-3,759
| -42% | -$466K | 0.25% | 83 |
|
|
2020
Q2 | $999K | Sell |
8,957
-296
| -3% | -$33K | 0.41% | 72 |
|
|
2020
Q1 | $894K | Buy |
9,253
+480
| +5% | +$46.4K | 0.42% | 72 |
|
|
2019
Q4 | $1.27M | Buy |
8,773
+489
| +6% | +$70.7K | 0.49% | 69 |
|
|
2019
Q3 | $1.08M | Buy |
8,284
+242
| +3% | +$31.6K | 0.44% | 74 |
|
|
2019
Q2 | $1.12M | Buy |
8,042
+737
| +10% | +$103K | 0.47% | 71 |
|
|
2019
Q1 | $811K | Buy |
7,305
+1,564
| +27% | +$174K | 0.35% | 78 |
|
|
2018
Q4 | $629K | Buy |
5,741
+3,108
| +118% | +$341K | 0.31% | 79 |
|
|
2018
Q3 | $308K | Buy |
+2,633
| New | +$308K | 0.14% | 91 |
|