Bleakley Financial Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.75M | Sell |
70,528
-19,537
| -22% | -$2.42M | 0.22% | 84 |
|
|
2025
Q1 | $8.89M | Buy |
90,065
+3,339
| +4% | +$330K | 0.29% | 65 |
|
|
2024
Q4 | $9.66M | Buy |
86,726
+3,002
| +4% | +$334K | 0.29% | 60 |
|
|
2024
Q3 | $8.05M | Sell |
83,724
-27,180
| -25% | -$2.61M | 0.25% | 65 |
|
|
2024
Q2 | $11M | Buy |
110,904
+1,122
| +1% | +$111K | 0.32% | 60 |
|
|
2024
Q1 | $13.4M | Buy |
109,782
+5,549
| +5% | +$679K | 0.39% | 45 |
|
|
2023
Q4 | $9.41M | Buy |
104,233
+6,587
| +7% | +$595K | 0.3% | 61 |
|
|
2023
Q3 | $7.91M | Buy |
97,646
+1,932
| +2% | +$157K | 0.28% | 74 |
|
|
2023
Q2 | $8.52M | Buy |
95,714
+13,611
| +17% | +$1.21M | 0.27% | 72 |
|
|
2023
Q1 | $8.19M | Buy |
82,103
+7,126
| +10% | +$711K | 0.27% | 73 |
|
|
2022
Q4 | $6.51M | Buy |
+74,977
| New | +$6.51M | 0.23% | 89 |
|