BFSG LLC’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
Q2 | $5.97M | Sell |
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|
2025
Q1 | $4.76M | Buy |
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|
2024
Q4 | $5.31M | Buy |
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|
2024
Q3 | $1.97M | Buy |
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|
2024
Q2 | $257K | Sell |
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|
2024
Q1 | $320K | Sell |
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|
2023
Q4 | $350K | Sell |
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|
2023
Q3 | $316K | Buy |
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|
2023
Q2 | $337K | Sell |
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|
2023
Q1 | $392K | Buy |
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|
2022
Q4 | $339K | Buy |
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|
2022
Q3 | $340K | Buy |
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|
2022
Q2 | $338K | Buy |
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|
2022
Q1 | $457K | Buy |
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|
2021
Q4 | $515K | Buy |
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|
2021
Q3 | $553K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $592K | Sell |
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|
2020
Q4 | $598K | Sell |
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|
2020
Q3 | $422K | Sell |
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|
2020
Q2 | $390K | Sell |
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|
2020
Q1 | $511K | Buy |
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|
2019
Q4 | $713K | Buy |
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|
2019
Q3 | $625K | Buy |
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|
2019
Q2 | $469K | Buy |
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|
2019
Q1 | $348K | Hold |
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|
2018
Q4 | $343K | Sell |
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|
2018
Q3 | $368K | Hold |
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|
2018
Q2 | $330K | Buy |
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