BW
Bison Wealth’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $305K | Buy |
2,742
+8
| +0.3% | +$891 | 0.07% | 226 |
|
|
2024
Q3 | $263K | Sell |
2,734
-559
| -17% | -$53.8K | 0.04% | 345 |
|
|
2024
Q2 | $403K | Hold |
3,293
| – | – | 0.07% | 276 |
|
|
2024
Q1 | $403K | Buy |
3,293
+135
| +4% | +$16.5K | 0.07% | 276 |
|
|
2023
Q4 | $285K | Sell |
3,158
-1,655
| -34% | -$149K | 0.05% | 325 |
|
|
2023
Q3 | $390K | Sell |
4,813
-4,830
| -50% | -$391K | 0.08% | 254 |
|
|
2023
Q2 | $861K | Buy |
9,643
+2,011
| +26% | +$180K | 0.16% | 139 |
|
|
2023
Q1 | $705K | Sell |
7,632
-4,666
| -38% | -$431K | 0.22% | 122 |
|
|
2022
Q4 | $1.32M | Sell |
12,298
-5,385
| -30% | -$579K | 0.42% | 74 |
|
|
2022
Q3 | $1.67M | Buy |
17,683
+12,926
| +272% | +$1.22M | 0.65% | 39 |
|
|
2022
Q2 | $449K | Sell |
4,757
-2,260
| -32% | -$213K | 0.26% | 106 |
|
|
2022
Q1 | $962K | Buy |
7,017
+506
| +8% | +$69.4K | 0.49% | 53 |
|
|
2021
Q4 | $1.01M | Sell |
6,511
-817
| -11% | -$126K | 0.59% | 44 |
|
|
2021
Q3 | $1.24M | Sell |
7,328
-1,363
| -16% | -$231K | 0.57% | 41 |
|
|
2021
Q2 | $1.53M | Sell |
8,691
-1,966
| -18% | -$346K | 0.67% | 29 |
|
|
2021
Q1 | $1.97M | Sell |
10,657
-506
| -5% | -$93.3K | 0.84% | 23 |
|
|
2020
Q4 | $2.02M | Buy |
11,163
+1,458
| +15% | +$264K | 0.94% | 22 |
|
|
2020
Q3 | $1.2M | Sell |
9,705
-2,642
| -21% | -$328K | 0.71% | 31 |
|
|
2020
Q2 | $1.38M | Buy |
12,347
+1,404
| +13% | +$157K | 0.87% | 26 |
|
|
2020
Q1 | $1.06M | Buy |
10,943
+2,943
| +37% | +$284K | 0.77% | 34 |
|
|
2019
Q4 | $1.16M | Buy |
8,000
+185
| +2% | +$26.8K | 0.55% | 52 |
|
|
2019
Q3 | $1.02M | Buy |
7,815
+1,244
| +19% | +$162K | 0.57% | 49 |
|
|
2019
Q2 | $918K | Buy |
6,571
+620
| +10% | +$86.6K | 0.53% | 51 |
|
|
2019
Q1 | $661K | Sell |
5,951
-1,212
| -17% | -$135K | 0.41% | 66 |
|
|
2018
Q4 | $785K | Sell |
7,163
-400
| -5% | -$43.8K | 0.57% | 49 |
|
|
2018
Q3 | $884K | Buy |
7,563
+696
| +10% | +$81.4K | 0.58% | 48 |
|
|
2018
Q2 | $720K | Buy |
6,867
+892
| +15% | +$93.5K | 0.54% | 53 |
|
|
2018
Q1 | $600K | Sell |
5,975
-123
| -2% | -$12.4K | 0.46% | 59 |
|
|
2017
Q4 | $656K | Sell |
6,098
-484
| -7% | -$52.1K | 0.48% | 62 |
|
|
2017
Q3 | $649K | Sell |
6,582
-757
| -10% | -$74.6K | 0.52% | 56 |
|
|
2017
Q2 | $780K | Sell |
7,339
-125
| -2% | -$13.3K | 0.64% | 44 |
|
|
2017
Q1 | $846K | Sell |
7,464
-1,124
| -13% | -$127K | 0.73% | 38 |
|
|
2016
Q4 | $895K | Buy |
8,588
+21
| +0.2% | +$2.19K | 0.76% | 38 |
|
|
2016
Q3 | $796K | Sell |
8,567
-3,317
| -28% | -$308K | 0.67% | 42 |
|
|
2016
Q2 | $1.15M | Sell |
11,884
-315
| -3% | -$30.6K | 0.69% | 45 |
|
|
2016
Q1 | $1.21M | Sell |
12,199
-1,382
| -10% | -$137K | 0.78% | 38 |
|
|
2015
Q4 | $1.43M | Buy |
13,581
+967
| +8% | +$102K | 0.81% | 32 |
|
|
2015
Q3 | $1.29M | Buy |
12,614
+1,567
| +14% | +$160K | 0.85% | 26 |
|
|
2015
Q2 | $1.25M | Buy |
11,047
+160
| +1% | +$18.2K | 0.73% | 30 |
|
|
2015
Q1 | $1.14M | Buy |
10,887
+431
| +4% | +$45.2K | 0.69% | 31 |
|
|
2014
Q4 | $985K | Buy |
+10,456
| New | +$985K | 0.75% | 29 |
|