Bernardo Wealth Planning’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 | $244K | Buy |
+1,967
| New | +$244K | 0.05% | 105 |
|
|
2025
Q1 | – | Sell |
-2,036
| Closed | -$221K | – | 114 |
|
|
2024
Q4 | $221K | Sell |
2,036
-768
| -27% | -$83.4K | 0.05% | 102 |
|
|
2024
Q3 | $271K | Buy |
+2,804
| New | +$271K | 0.07% | 91 |
|
|
2024
Q2 | – | Sell |
-1,989
| Closed | -$243K | – | 107 |
|
|
2024
Q1 | $243K | Buy |
+1,989
| New | +$243K | 0.07% | 89 |
|
|
2023
Q4 | – | Sell |
-2,786
| Closed | -$226K | – | 90 |
|
|
2023
Q3 | $226K | Buy |
2,786
+293
| +12% | +$23.7K | 0.09% | 76 |
|
|
2023
Q2 | $223K | Buy |
2,493
+18
| +0.7% | +$1.61K | 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% | +$1.53K | 0.14% | 70 |
|
|
2022
Q2 | $232K | Buy |
2,460
+50
| +2% | +$4.72K | 0.13% | 74 |
|
|
2022
Q1 | $330K | Buy |
2,410
+192
| +9% | +$26.3K | 0.16% | 63 |
|
|
2021
Q4 | $343K | Buy |
2,218
+249
| +13% | +$38.5K | 0.17% | 59 |
|
|
2021
Q3 | $333K | Buy |
1,969
+1
| +0.1% | +$169 | 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% | +$47.3K | 0.39% | 49 |
|
|
2020
Q3 | $660K | Buy |
5,323
+302
| +6% | +$37.4K | 0.3% | 69 |
|
|
2020
Q2 | $559K | Sell |
5,021
-746
| -13% | -$83.1K | 0.3% | 68 |
|
|
2020
Q1 | $557K | Buy |
5,767
+1,160
| +25% | +$112K | 0.39% | 64 |
|
|
2019
Q4 | $666K | Buy |
4,607
+35
| +0.8% | +$5.06K | 0.4% | 55 |
|
|
2019
Q3 | $595K | Buy |
4,572
+31
| +0.7% | +$4.03K | 0.43% | 53 |
|
|
2019
Q2 | $634K | Buy |
4,541
+242
| +6% | +$33.8K | 0.5% | 50 |
|
|
2019
Q1 | $477K | Buy |
4,299
+834
| +24% | +$92.5K | 0.38% | 66 |
|
|
2018
Q4 | $380K | Buy |
+3,465
| New | +$380K | 0.34% | 78 |
|