Berkeley Capital Partners’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
Q2 | $502K | Sell |
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|
2025
Q1 | $441K | Sell |
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|
2024
Q4 | $505K | Buy |
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|
2024
Q3 | $429K | Sell |
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|
2024
Q2 | $461K | Buy |
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|
2024
Q1 | $549K | Sell |
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|
2023
Q4 | $550K | Sell |
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|
2023
Q3 | $520K | Buy |
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|
2023
Q2 | $566K | Sell |
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|
2023
Q1 | $652K | Buy |
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|
2022
Q4 | $558K | Buy |
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|
2022
Q3 | $578K | Sell |
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|
2022
Q2 | $581K | Sell |
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|
2022
Q1 | $864K | Sell |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $1.21M | Sell |
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|
2021
Q2 | $1.26M | Sell |
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|
2021
Q1 | $1.39M | Buy |
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|
2020
Q4 | $1.17M | Buy |
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|
2020
Q3 | $779K | Buy |
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|
2020
Q2 | $686K | Sell |
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|
2020
Q1 | $973K | Sell |
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|
2019
Q4 | $1.46M | Sell |
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|
2019
Q3 | $1.32M | Buy |
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|
2019
Q2 | $1.39M | Sell |
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|
2019
Q1 | $1.13M | Buy |
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|
2018
Q4 | $936K | Sell |
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|
2018
Q3 | $1.04M | Buy |
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|
2018
Q2 | $502K | Buy |
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|
2018
Q1 | $464K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $495K | Sell |
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|
2017
Q2 | $545K | Sell |
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|
2017
Q1 | $602K | Sell |
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|
2016
Q4 | $566K | Sell |
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|
2016
Q3 | $958K | Hold |
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|
2016
Q2 | $1.01M | Sell |
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|
2016
Q1 | $1.04M | Buy |
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|
2015
Q4 | $1.01M | Buy |
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