Beverly Hills Private Wealth’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 | $386K | Sell |
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|
2025
Q2 | $418K | Sell |
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|
2025
Q1 | $355K | Buy |
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|
2024
Q4 | $399K | Sell |
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|
2024
Q3 | $347K | Buy |
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|
2024
Q2 | $313K | Sell |
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|
2024
Q1 | $542K | Sell |
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|
2023
Q4 | $414K | Sell |
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|
2023
Q3 | $385K | Buy |
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|
2023
Q2 | $398K | Buy |
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|
2023
Q1 | $424K | Buy |
|