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
2026 Q1	$406K	Buy	4,211 +943	+29%	+$99.7K	0.07%	219
2025 Q4	$372K	Sell	3,268 -105	-3%	-$11.6K	0.06%	216
2025 Q3	$386K	Sell	3,373 -1	-0%	-$118	0.07%	218
2025 Q2	$418K	Sell	3,374 -219	-6%	-$22.8K	0.08%	205
2025 Q1	$355K	Buy	3,593 +13	+0.4%	+$1.4K	0.07%	228
2024 Q4	$399K	Sell	3,580 -22	-0.6%	-$2.31K	0.08%	201
2024 Q3	$347K	Buy	3,602 +446	+14%	+$41K	0.07%	246
2024 Q2	$313K	Sell	3,156 -1,276	-29%	-$137K	0.07%	265
2024 Q1	$542K	Sell	4,432 -157	-3%	-$16.4K	0.13%	176
2023 Q4	$414K	Sell	4,589 -163	-3%	-$14.4K	0.11%	200
2023 Q3	$385K	Buy	4,752 +143	+3%	+$12.2K	0.11%	194
2023 Q2	$398K	Buy	4,609 +372	+9%	+$35.2K	0.07%	261
2023 Q1	$424K	Buy	+4,237	New	+$427K	0.13%	170