Berger Financial Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620K | Sell |
4,999
-252
| -5% | -$31.2K | 0.04% | 245 |
|
|
2025
Q1 | $518K | Sell |
5,251
-658
| -11% | -$64.9K | 0.04% | 255 |
|
|
2024
Q4 | $658K | Sell |
5,909
-404
| -6% | -$45K | 0.05% | 217 |
|
|
2024
Q3 | $607K | Sell |
6,313
-4,115
| -39% | -$396K | 0.04% | 213 |
|
|
2024
Q2 | $1.04M | Buy |
10,428
+3,248
| +45% | +$322K | 0.08% | 149 |
|
|
2024
Q1 | $879K | Sell |
7,180
-217
| -3% | -$26.6K | 0.07% | 159 |
|
|
2023
Q4 | $668K | Sell |
7,397
-512
| -6% | -$46.2K | 0.07% | 144 |
|
|
2023
Q3 | $641K | Sell |
7,909
-640
| -7% | -$51.9K | 0.07% | 138 |
|
|
2023
Q2 | $763K | Sell |
8,549
-774
| -8% | -$69.1K | 0.09% | 130 |
|
|
2023
Q1 | $934K | Buy |
9,323
+140
| +2% | +$14K | 0.11% | 112 |
|
|
2022
Q4 | $798K | Sell |
9,183
-302
| -3% | -$26.2K | 0.11% | 120 |
|
|
2022
Q3 | $895K | Sell |
9,485
-694
| -7% | -$65.5K | 0.13% | 105 |
|
|
2022
Q2 | $961K | Sell |
10,179
-1,091
| -10% | -$103K | 0.14% | 95 |
|
|
2022
Q1 | $1.55M | Sell |
11,270
-331
| -3% | -$45.4K | 0.2% | 87 |
|
|
2021
Q4 | $1.8M | Buy |
11,601
+9,838
| +558% | +$1.52M | 0.24% | 85 |
|
|
2021
Q3 | $298K | Sell |
1,763
-133
| -7% | -$22.5K | 0.05% | 163 |
|
|
2021
Q2 | $333K | Buy |
1,896
+5
| +0.3% | +$878 | 0.06% | 147 |
|
|
2021
Q1 | $349K | Buy |
1,891
+214
| +13% | +$39.5K | 0.08% | 139 |
|
|
2020
Q4 | $304K | Buy |
+1,677
| New | +$304K | 0.05% | 160 |
|