Bogart Wealth 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
Q3 | $225K | Sell |
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|
2025
Q2 | $244K | Sell |
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|
2025
Q1 | $201K | Sell |
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|
2024
Q4 | $323K | Buy |
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|
2024
Q3 | $231K | Buy |
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|
2024
Q2 | $213K | Buy |
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|
2024
Q1 | $203K | Buy |
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|
2023
Q4 | $145K | Sell |
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|
2023
Q3 | $184K | Sell |
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|
2023
Q2 | $3.15M | Buy |
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|
2023
Q1 | $3.45M | Buy |
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|
2022
Q4 | $2.76M | Buy |
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|
2022
Q3 | $2.72M | Buy |
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|
2022
Q2 | $2.5M | Buy |
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|
2022
Q1 | $3.18M | Buy |
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|
2021
Q4 | $1.86M | Sell |
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|
2021
Q3 | $2.28M | Buy |
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|
2021
Q2 | $1.93M | Buy |
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|
2021
Q1 | $1.67M | Buy |
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|
2020
Q4 | $1.29M | Buy |
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|
2020
Q3 | $731K | Buy |
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|
2020
Q2 | $555K | Buy |
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|
2020
Q1 | $364K | Buy |
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|
2019
Q4 | $401K | Buy |
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|
2019
Q3 | $336K | Buy |
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|
2019
Q2 | $348K | Sell |
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|
2019
Q1 | $284K | Buy |
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|
2018
Q4 | $205K | Buy |
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|
2018
Q3 | $199K | Buy |
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|
2018
Q2 | $170K | Buy |
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|
2018
Q1 | $149K | Buy |
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|
2017
Q4 | $123K | Buy |
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|
2017
Q3 | $110K | Buy |
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