BBPWM
Blue Bell Private Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
2,436
+169
| +7% | +$21K | 0.05% | 189 |
|
|
2025
Q1 | $224K | Buy |
2,267
+174
| +8% | +$17.2K | 0.04% | 207 |
|
|
2024
Q4 | $233K | Buy |
2,093
+355
| +20% | +$39.5K | 0.04% | 194 |
|
|
2024
Q3 | $167K | Buy |
1,738
+10
| +0.6% | +$962 | 0.03% | 232 |
|
|
2024
Q2 | $172K | Hold |
1,728
| – | – | 0.04% | 211 |
|
|
2024
Q1 | $211K | Sell |
1,728
-121
| -7% | -$14.8K | 0.05% | 178 |
|
|
2023
Q4 | $167K | Sell |
1,849
-141
| -7% | -$12.7K | 0.04% | 184 |
|
|
2023
Q3 | $161K | Buy |
1,990
+56
| +3% | +$4.54K | 0.04% | 163 |
|
|
2023
Q2 | $173K | Buy |
1,934
+199
| +11% | +$17.8K | 0.05% | 146 |
|
|
2023
Q1 | $174K | Sell |
1,735
-300
| -15% | -$30K | 0.05% | 132 |
|
|
2022
Q4 | $177K | Sell |
2,035
-725
| -26% | -$63K | 0.06% | 121 |
|
|
2022
Q3 | $260K | Sell |
2,760
-87
| -3% | -$8.2K | 0.09% | 89 |
|
|
2022
Q2 | $269K | Buy |
2,847
+640
| +29% | +$60.5K | 0.09% | 87 |
|
|
2022
Q1 | $303K | Sell |
2,207
-156
| -7% | -$21.4K | 0.09% | 83 |
|
|
2021
Q4 | $366K | Buy |
+2,363
| New | +$366K | 0.1% | 73 |
|
|
2016
Q4 | – | Sell |
-2,319
| Closed | -$216K | – | 300 |
|
|
2016
Q3 | $216K | Sell |
2,319
-68
| -3% | -$6.33K | 0.13% | 84 |
|
|
2016
Q2 | $234K | Sell |
2,387
-302
| -11% | -$29.6K | 0.15% | 82 |
|
|
2016
Q1 | $267K | Buy |
2,689
+370
| +16% | +$36.7K | 0.18% | 80 |
|
|
2015
Q4 | $244K | Hold |
2,319
| – | – | 0.17% | 89 |
|
|
2015
Q3 | $237K | Hold |
2,319
| – | – | 0.16% | 85 |
|
|
2015
Q2 | $265K | Buy |
2,319
+20
| +0.9% | +$2.29K | 0.16% | 82 |
|
|
2015
Q1 | $241K | Hold |
2,299
| – | – | 0.14% | 81 |
|
|
2014
Q4 | $216K | Hold |
2,299
| – | – | 0.13% | 90 |
|
|
2014
Q3 | $205K | Sell |
2,299
-49
| -2% | -$4.37K | 0.12% | 103 |
|
|
2014
Q2 | $201K | Buy |
2,348
+460
| +24% | +$39.4K | 0.12% | 102 |
|
|
2014
Q1 | $151K | Hold |
1,888
| – | – | 0.1% | 102 |
|
|
2013
Q4 | $144K | Buy |
+1,888
| New | +$144K | 0.11% | 99 |
|