Bordeaux Wealth Advisors’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 | $236K | Buy |
+1,902
| New | +$236K | 0.03% | 146 |
|
|
2025
Q1 | – | Sell |
-1,799
| Closed | -$200K | – | 161 |
|
|
2024
Q4 | $200K | Buy |
+1,799
| New | +$200K | 0.03% | 156 |
|
|
2024
Q2 | – | Sell |
-1,714
| Closed | -$210K | – | 144 |
|
|
2024
Q1 | $210K | Buy |
+1,714
| New | +$210K | 0.07% | 109 |
|
|
2023
Q2 | – | Sell |
-4,921
| Closed | -$493K | – | 105 |
|
|
2023
Q1 | $493K | Buy |
4,921
+402
| +9% | +$40.3K | 0.25% | 57 |
|
|
2022
Q4 | $393K | Sell |
4,519
-245
| -5% | -$21.3K | 0.22% | 62 |
|
|
2022
Q3 | $449K | Sell |
4,764
-176
| -4% | -$16.6K | 0.28% | 54 |
|
|
2022
Q2 | $466K | Sell |
4,940
-284
| -5% | -$26.8K | 0.32% | 49 |
|
|
2022
Q1 | $717K | Sell |
5,224
-684
| -12% | -$93.9K | 0.39% | 45 |
|
|
2021
Q4 | $915K | Sell |
5,908
-1,773
| -23% | -$275K | 0.42% | 42 |
|
|
2021
Q3 | $1.3M | Buy |
7,681
+400
| +5% | +$67.6K | 0.74% | 26 |
|
|
2021
Q2 | $1.28M | Buy |
7,281
+165
| +2% | +$29K | 0.74% | 21 |
|
|
2021
Q1 | $1.31M | Sell |
7,116
-5
| -0.1% | -$923 | 0.91% | 17 |
|
|
2020
Q4 | $1.29M | Buy |
+7,121
| New | +$1.29M | 0.97% | 13 |
|