Beverly Hills Private Wealth’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 | $418K | Sell |
3,374
-219
| -6% | -$27.2K | 0.08% | 205 |
|
|
2025
Q1 | $355K | Buy |
3,593
+13
| +0.4% | +$1.28K | 0.07% | 228 |
|
|
2024
Q4 | $399K | Sell |
3,580
-22
| -0.6% | -$2.45K | 0.08% | 201 |
|
|
2024
Q3 | $347K | Buy |
3,602
+446
| +14% | +$42.9K | 0.07% | 246 |
|
|
2024
Q2 | $313K | Sell |
3,156
-1,276
| -29% | -$127K | 0.07% | 265 |
|
|
2024
Q1 | $542K | Sell |
4,432
-157
| -3% | -$19.2K | 0.13% | 176 |
|
|
2023
Q4 | $414K | Sell |
4,589
-163
| -3% | -$14.7K | 0.11% | 200 |
|
|
2023
Q3 | $385K | Buy |
4,752
+143
| +3% | +$11.6K | 0.11% | 194 |
|
|
2023
Q2 | $398K | Buy |
4,609
+372
| +9% | +$32.1K | 0.07% | 261 |
|
|
2023
Q1 | $424K | Buy |
+4,237
| New | +$424K | 0.13% | 170 |
|