Beta Wealth Group’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 | $608K | Sell |
4,901
-2,396
| -33% | -$297K | 0.22% | 57 |
|
|
2025
Q1 | $720K | Sell |
7,297
-49,357
| -87% | -$4.87M | 0.26% | 48 |
|
|
2024
Q4 | $6.31M | Sell |
56,654
-154
| -0.3% | -$17.1K | 2.79% | 10 |
|
|
2024
Q3 | $5.46M | Buy |
56,808
+3,822
| +7% | +$368K | 2.46% | 11 |
|
|
2024
Q2 | $5.26M | Sell |
52,986
-536
| -1% | -$53.2K | 2.49% | 11 |
|
|
2024
Q1 | $6.55M | Sell |
53,522
-1,463
| -3% | -$179K | 3.19% | 9 |
|
|
2023
Q4 | $4.96M | Sell |
54,985
-3,350
| -6% | -$302K | 2.6% | 10 |
|
|
2023
Q3 | $4.73M | Buy |
58,335
+2,204
| +4% | +$179K | 2.8% | 11 |
|
|
2023
Q2 | $5.01M | Buy |
56,131
+3,840
| +7% | +$343K | 2.9% | 11 |
|
|
2023
Q1 | $5.24M | Buy |
52,291
+6,748
| +15% | +$676K | 3% | 10 |
|
|
2022
Q4 | $3.96M | Buy |
45,543
+3,760
| +9% | +$327K | 2.66% | 11 |
|
|
2022
Q3 | $3.94M | Buy |
41,783
+1,573
| +4% | +$148K | 2.84% | 11 |
|
|
2022
Q2 | $3.8M | Buy |
40,210
+6,626
| +20% | +$626K | 2.55% | 14 |
|
|
2022
Q1 | $4.61M | Buy |
33,584
+3,530
| +12% | +$484K | 3.08% | 10 |
|
|
2021
Q4 | $5.08M | Hold |
30,054
| – | – | 3.66% | 11 |
|
|
2021
Q3 | $5.08M | Buy |
30,054
+3,195
| +12% | +$540K | 3.66% | 11 |
|
|
2021
Q2 | $4.72M | Buy |
26,859
+838
| +3% | +$147K | 3.29% | 12 |
|
|
2021
Q1 | $4.8M | Sell |
26,021
-2,441
| -9% | -$450K | 3.49% | 11 |
|
|
2020
Q4 | $5.15M | Buy |
+28,462
| New | +$5.15M | 4.42% | 8 |
|