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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $221K | Sell |
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|
2025
Q2 | $244K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $221K | Sell |
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|
2024
Q3 | $271K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $243K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $226K | Buy |
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|
2023
Q2 | $223K | Buy |
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|
2023
Q1 | $248K | Hold |
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|
2022
Q4 | $215K | Hold |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | $232K | Buy |
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|
2022
Q1 | $330K | Buy |
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|
2021
Q4 | $343K | Buy |
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|
2021
Q3 | $333K | Buy |
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|
2021
Q2 | $345K | Hold |
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|
2021
Q1 | $363K | Sell |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $660K | Buy |
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|
2020
Q2 | $559K | Sell |
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|
2020
Q1 | $557K | Buy |
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|
2019
Q4 | $666K | Buy |
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|
2019
Q3 | $595K | Buy |
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|
2019
Q2 | $634K | Buy |
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|
2019
Q1 | $477K | Buy |
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|
2018
Q4 | $380K | Buy |
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