BEI
Benjamin Edwards Inc’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Buy |
32,412
+2,865
| +10% | +$355K | 0.05% | 317 |
|
|
2025
Q1 | $2.92M | Sell |
29,547
-411
| -1% | -$40.6K | 0.04% | 342 |
|
|
2024
Q4 | $3.34M | Buy |
29,958
+736
| +3% | +$82K | 0.05% | 336 |
|
|
2024
Q3 | $2.81M | Buy |
29,222
+29,201
| +139,052% | +$2.81M | 0.04% | 366 |
|
|
2024
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 659 |
|
|
2024
Q1 | $3K | Sell |
21
-48
| -70% | -$6.86K | ﹤0.01% | 682 |
|
|
2023
Q4 | $6K | Sell |
69
-50
| -42% | -$4.35K | ﹤0.01% | 601 |
|
|
2023
Q3 | $10K | Sell |
119
-581
| -83% | -$48.8K | ﹤0.01% | 573 |
|
|
2023
Q2 | $63K | Sell |
700
-680
| -49% | -$61.2K | 0.01% | 441 |
|
|
2023
Q1 | $138K | Sell |
1,380
-849
| -38% | -$84.9K | 0.03% | 327 |
|
|
2022
Q4 | $194K | Sell |
2,229
-472
| -17% | -$41.1K | 0.05% | 261 |
|
|
2022
Q3 | $255K | Sell |
2,701
-1,021
| -27% | -$96.4K | 0.08% | 221 |
|
|
2022
Q2 | $351K | Sell |
3,722
-6,514
| -64% | -$614K | 0.1% | 197 |
|
|
2022
Q1 | $1.4M | Buy |
10,236
+2,816
| +38% | +$386K | 0.41% | 73 |
|
|
2021
Q4 | $1.15M | Buy |
7,420
+7,011
| +1,714% | +$1.09M | 0.37% | 78 |
|
|
2021
Q3 | $69K | Sell |
409
-2,385
| -85% | -$402K | 0.04% | 263 |
|
|
2021
Q2 | $491K | Buy |
2,794
+205
| +8% | +$36K | 0.34% | 102 |
|
|
2021
Q1 | $478K | Buy |
2,589
+2,474
| +2,151% | +$457K | 0.36% | 95 |
|
|
2020
Q4 | $21K | Buy |
115
+57
| +98% | +$10.4K | 0.02% | 294 |
|
|
2020
Q3 | $7K | Sell |
58
-83
| -59% | -$10K | 0.01% | 324 |
|
|
2020
Q2 | $16K | Sell |
141
-105
| -43% | -$11.9K | 0.01% | 267 |
|
|
2020
Q1 | $24K | Sell |
246
-3,451
| -93% | -$337K | 0.02% | 231 |
|
|
2019
Q4 | $535K | Buy |
3,697
+18
| +0.5% | +$2.61K | 1.09% | 26 |
|
|
2019
Q3 | $479K | Buy |
3,679
+1,399
| +61% | +$182K | 1.04% | 26 |
|
|
2019
Q2 | $318K | Buy |
2,280
+1,903
| +505% | +$265K | 0.77% | 30 |
|
|
2019
Q1 | $42K | Buy |
+377
| New | +$42K | 0.2% | 126 |
|