Blue Bell Private Wealth Management’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
Q3 | $273K | Sell |
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|
2025
Q2 | $302K | Buy |
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|
2025
Q1 | $224K | Buy |
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|
2024
Q4 | $233K | Buy |
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|
2024
Q3 | $167K | Buy |
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|
2024
Q2 | $172K | Hold |
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|
2024
Q1 | $211K | Sell |
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|
2023
Q4 | $167K | Sell |
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|
2023
Q3 | $161K | Buy |
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|
2023
Q2 | $173K | Buy |
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|
2023
Q1 | $174K | Sell |
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|
2022
Q4 | $177K | Sell |
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|
2022
Q3 | $260K | Sell |
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|
2022
Q2 | $269K | Buy |
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|
2022
Q1 | $303K | Sell |
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|
2021
Q4 | $366K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $216K | Sell |
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|
2016
Q2 | $234K | Sell |
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|
2016
Q1 | $267K | Buy |
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|
2015
Q4 | $244K | Hold |
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|
2015
Q3 | $237K | Hold |
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|
2015
Q2 | $265K | Buy |
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|
2015
Q1 | $241K | Hold |
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|
2014
Q4 | $216K | Hold |
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|
2014
Q3 | $205K | Sell |
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|
2014
Q2 | $201K | Buy |
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|
2014
Q1 | $151K | Hold |
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|
2013
Q4 | $144K | Buy |
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