Beta Wealth Group’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 | $608K | Sell |
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|
2025
Q1 | $720K | Sell |
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|
2024
Q4 | $6.31M | Sell |
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|
2024
Q3 | $5.46M | Buy |
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|
2024
Q2 | $5.26M | Sell |
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|
2024
Q1 | $6.55M | Sell |
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|
2023
Q4 | $4.96M | Sell |
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|
2023
Q3 | $4.73M | Buy |
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|
2023
Q2 | $5.01M | Buy |
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|
2023
Q1 | $5.24M | Buy |
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|
2022
Q4 | $3.96M | Buy |
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|
2022
Q3 | $3.94M | Buy |
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|
2022
Q2 | $3.8M | Buy |
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|
2022
Q1 | $4.61M | Buy |
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|
2021
Q4 | $5.08M | Hold |
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|
2021
Q3 | $5.08M | Buy |
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|
2021
Q2 | $4.72M | Buy |
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|
2021
Q1 | $4.8M | Sell |
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|
2020
Q4 | $5.15M | Buy |
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