Bernardo Wealth Planning’s Walt Disney DIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,932	Closed	-$220K	–	133
2025 Q4	$220K	Buy	1,932 +1	+0.1%	+$110	0.04%	120
2025 Q3	$221K	Sell	1,931 -36	-2%	-$4.24K	0.04%	115
2025 Q2	$244K	Buy	+1,967	New	+$204K	0.05%	105
2025 Q1	–	Sell	-2,036	Closed	-$221K	–	114
2024 Q4	$221K	Sell	2,036 -768	-27%	-$80.7K	0.05%	102
2024 Q3	$271K	Buy	+2,804	New	+$258K	0.07%	91
2024 Q2	–	Sell	-1,989	Closed	-$243K	–	107
2024 Q1	$243K	Buy	+1,989	New	+$208K	0.07%	89
2023 Q4	–	Sell	-2,786	Closed	-$226K	–	90
2023 Q3	$226K	Buy	2,786 +293	+12%	+$25K	0.09%	76
2023 Q2	$223K	Buy	2,493 +18	+0.7%	+$1.71K	0.09%	80
2023 Q1	$248K	Hold	2,475	–	–	0.11%	73
2022 Q4	$215K	Hold	2,475	–	–	0.1%	82
2022 Q3	$252K	Buy	2,475 +15	+0.6%	+$1.6K	0.14%	70
2022 Q2	$232K	Buy	2,460 +50	+2%	+$5.55K	0.13%	74
2022 Q1	$330K	Buy	2,410 +192	+9%	+$27.8K	0.16%	63
2021 Q4	$343K	Buy	2,218 +249	+13%	+$40.2K	0.17%	59
2021 Q3	$333K	Buy	1,969 +1	+0.1%	+$178	0.19%	56
2021 Q2	$345K	Hold	1,968	–	–	0.21%	56
2021 Q1	$363K	Sell	1,968 -3,616	-65%	-$667K	0.23%	51
2020 Q4	$1.01M	Buy	5,584 +261	+5%	+$37.5K	0.39%	49
2020 Q3	$660K	Buy	5,323 +302	+6%	+$37.7K	0.3%	69
2020 Q2	$559K	Sell	5,021 -746	-13%	-$82.4K	0.3%	68
2020 Q1	$557K	Buy	5,767 +1,160	+25%	+$147K	0.39%	64
2019 Q4	$666K	Buy	4,607 +35	+0.8%	+$4.88K	0.4%	55
2019 Q3	$595K	Buy	4,572 +31	+0.7%	+$4.29K	0.43%	53
2019 Q2	$634K	Buy	4,541 +242	+6%	+$32.1K	0.5%	50
2019 Q1	$477K	Buy	4,299 +834	+24%	+$93.2K	0.38%	66
2018 Q4	$380K	Buy	+3,465	New	+$394K	0.34%	78