Beverly Hills Private Wealth’s Walt Disney DIS Stock Holding History

Beverly Hills Private Wealth’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$418K	Sell
2025 Q1	$355K	Buy
2024 Q4	$399K	Sell
2024 Q3	$347K	Buy
2024 Q2	$313K	Sell
2024 Q1	$542K	Sell
2023 Q4	$414K	Sell
2023 Q3	$385K	Buy
2023 Q2	$398K	Buy
2023 Q1	$424K	Buy