Berger Financial Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $579K | Buy |
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|
2025
Q2 | $620K | Sell |
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|
2025
Q1 | $518K | Sell |
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|
2024
Q4 | $658K | Sell |
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|
2024
Q3 | $607K | Sell |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $879K | Sell |
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|
2023
Q4 | $668K | Sell |
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|
2023
Q3 | $641K | Sell |
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|
2023
Q2 | $763K | Sell |
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|
2023
Q1 | $934K | Buy |
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|
2022
Q4 | $798K | Sell |
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|
2022
Q3 | $895K | Sell |
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|
2022
Q2 | $961K | Sell |
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|
2022
Q1 | $1.55M | Sell |
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|
2021
Q4 | $1.8M | Buy |
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|
2021
Q3 | $298K | Sell |
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|
2021
Q2 | $333K | Buy |
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|
2021
Q1 | $349K | Buy |
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|
2020
Q4 | $304K | Buy |
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