BFO
Boston Family Office’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.78M | Sell |
78,863
-961
| -1% | -$119K | 0.65% | 44 |
|
|
2025
Q1 | $7.88M | Sell |
79,824
-2,160
| -3% | -$213K | 0.56% | 50 |
|
|
2024
Q4 | $9.13M | Sell |
81,984
-3,846
| -4% | -$428K | 0.63% | 48 |
|
|
2024
Q3 | $8.26M | Sell |
85,830
-2,024
| -2% | -$195K | 0.56% | 53 |
|
|
2024
Q2 | $8.72M | Buy |
87,854
+1,180
| +1% | +$117K | 0.63% | 49 |
|
|
2024
Q1 | $10.6M | Buy |
86,674
+2,607
| +3% | +$319K | 0.76% | 37 |
|
|
2023
Q4 | $7.59M | Buy |
84,067
+17,319
| +26% | +$1.56M | 0.57% | 59 |
|
|
2023
Q3 | $5.41M | Buy |
66,748
+28,968
| +77% | +$2.35M | 0.44% | 64 |
|
|
2023
Q2 | $3.37M | Buy |
37,780
+1,588
| +4% | +$142K | 0.26% | 79 |
|
|
2023
Q1 | $3.62M | Buy |
36,192
+355
| +1% | +$35.5K | 0.29% | 76 |
|
|
2022
Q4 | $3.11M | Buy |
35,837
+1,008
| +3% | +$87.6K | 0.26% | 80 |
|
|
2022
Q3 | $3.29M | Buy |
34,829
+3,634
| +12% | +$343K | 0.29% | 75 |
|
|
2022
Q2 | $2.95M | Buy |
31,195
+5,045
| +19% | +$476K | 0.25% | 83 |
|
|
2022
Q1 | $3.59M | Buy |
26,150
+797
| +3% | +$109K | 0.26% | 81 |
|
|
2021
Q4 | $3.93M | Buy |
25,353
+438
| +2% | +$67.8K | 0.26% | 83 |
|
|
2021
Q3 | $4.22M | Buy |
24,915
+739
| +3% | +$125K | 0.31% | 74 |
|
|
2021
Q2 | $4.25M | Buy |
24,176
+294
| +1% | +$51.7K | 0.3% | 76 |
|
|
2021
Q1 | $4.42M | Sell |
23,882
-1
| -0% | -$185 | 0.33% | 77 |
|
|
2020
Q4 | $4.33M | Sell |
23,883
-80
| -0.3% | -$14.5K | 0.33% | 76 |
|
|
2020
Q3 | $2.97M | Sell |
23,963
-1,140
| -5% | -$141K | 0.27% | 81 |
|
|
2020
Q2 | $2.8M | Sell |
25,103
-1,484
| -6% | -$165K | 0.27% | 86 |
|
|
2020
Q1 | $2.57M | Sell |
26,587
-816
| -3% | -$78.8K | 0.3% | 83 |
|
|
2019
Q4 | $3.96M | Buy |
27,403
+121
| +0.4% | +$17.5K | 0.38% | 74 |
|
|
2019
Q3 | $3.56M | Buy |
27,282
+257
| +1% | +$33.5K | 0.37% | 77 |
|
|
2019
Q2 | $3.77M | Buy |
27,025
+1,359
| +5% | +$190K | 0.39% | 73 |
|
|
2019
Q1 | $2.85M | Buy |
25,666
+659
| +3% | +$73.2K | 0.31% | 87 |
|
|
2018
Q4 | $2.74M | Sell |
25,007
-2,718
| -10% | -$298K | 0.34% | 81 |
|
|
2018
Q3 | $3.24M | Sell |
27,725
-75
| -0.3% | -$8.77K | 0.34% | 89 |
|
|
2018
Q2 | $2.91M | Sell |
27,800
-35
| -0.1% | -$3.67K | 0.33% | 86 |
|
|
2018
Q1 | $2.8M | Sell |
27,835
-108
| -0.4% | -$10.8K | 0.32% | 90 |
|
|
2017
Q4 | $3M | Buy |
27,943
+1,311
| +5% | +$141K | 0.33% | 91 |
|
|
2017
Q3 | $2.63M | Sell |
26,632
-115
| -0.4% | -$11.3K | 0.3% | 94 |
|
|
2017
Q2 | $2.84M | Buy |
26,747
+1,455
| +6% | +$155K | 0.34% | 89 |
|
|
2017
Q1 | $2.87M | Sell |
25,292
-905
| -3% | -$103K | 0.35% | 86 |
|
|
2016
Q4 | $2.73M | Sell |
26,197
-1,125
| -4% | -$117K | 0.35% | 83 |
|
|
2016
Q3 | $2.54M | Sell |
27,322
-7,957
| -23% | -$739K | 0.33% | 87 |
|
|
2016
Q2 | $3.45M | Buy |
35,279
+180
| +0.5% | +$17.6K | 0.45% | 69 |
|
|
2016
Q1 | $3.49M | Sell |
35,099
-145
| -0.4% | -$14.4K | 0.46% | 71 |
|
|
2015
Q4 | $3.7M | Sell |
35,244
-294
| -0.8% | -$30.9K | 0.51% | 68 |
|
|
2015
Q3 | $3.63M | Sell |
35,538
-295
| -0.8% | -$30.1K | 0.51% | 69 |
|
|
2015
Q2 | $4.09M | Sell |
35,833
-699
| -2% | -$79.8K | 0.51% | 65 |
|
|
2015
Q1 | $3.83M | Buy |
36,532
+1,195
| +3% | +$125K | 0.48% | 71 |
|
|
2014
Q4 | $3.33M | Buy |
35,337
+3,170
| +10% | +$299K | 0.41% | 77 |
|
|
2014
Q3 | $2.86M | Buy |
32,167
+5,355
| +20% | +$477K | 0.37% | 82 |
|
|
2014
Q2 | $2.3M | Buy |
26,812
+4,995
| +23% | +$428K | 0.29% | 98 |
|
|
2014
Q1 | $1.75M | Buy |
21,817
+1,354
| +7% | +$108K | 0.23% | 110 |
|
|
2013
Q4 | $1.56M | Buy |
20,463
+1,290
| +7% | +$98.5K | 0.21% | 114 |
|
|
2013
Q3 | $1.24M | Buy |
19,173
+333
| +2% | +$21.5K | 0.18% | 123 |
|
|
2013
Q2 | $1.19M | Buy |
+18,840
| New | +$1.19M | 0.18% | 120 |
|