Bradley & Co Private Wealth Management’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 | $201K | Sell |
1,618
-133
| -8% | -$16.5K | 0.12% | 44 |
|
|
2025
Q1 | $173K | Hold |
1,751
| – | – | 0.12% | 45 |
|
|
2024
Q4 | $195K | Buy |
+1,751
| New | +$195K | 0.12% | 40 |
|
|
2024
Q2 | $276K | Sell |
2,781
-1,098
| -28% | -$109K | 0.2% | 32 |
|
|
2024
Q1 | $475K | Sell |
3,879
-819
| -17% | -$100K | 0.38% | 25 |
|
|
2023
Q4 | $424K | Sell |
4,698
-1,007
| -18% | -$90.9K | 0.39% | 24 |
|
|
2023
Q3 | $462K | Sell |
5,705
-50,441
| -90% | -$4.09M | 0.48% | 21 |
|
|
2023
Q2 | $5.01M | Buy |
56,146
+2,199
| +4% | +$196K | 4.96% | 11 |
|
|
2023
Q1 | $5.4M | Buy |
53,947
+7,089
| +15% | +$710K | 5.92% | 9 |
|
|
2022
Q4 | $4.07M | Buy |
46,858
+316
| +0.7% | +$27.5K | 4.96% | 9 |
|
|
2022
Q3 | $4.39M | Buy |
46,542
+1,252
| +3% | +$118K | 5.23% | 10 |
|
|
2022
Q2 | $4.28M | Buy |
45,290
+915
| +2% | +$86.4K | 4.71% | 10 |
|
|
2022
Q1 | $6.09M | Buy |
44,375
+5,812
| +15% | +$797K | 5.23% | 9 |
|
|
2021
Q4 | $5.97M | Buy |
38,563
+2,755
| +8% | +$427K | 4.79% | 10 |
|
|
2021
Q3 | $6.06M | Buy |
35,808
+1,963
| +6% | +$332K | 5.23% | 7 |
|
|
2021
Q2 | $5.95M | Buy |
33,845
+112
| +0.3% | +$19.7K | 5.19% | 7 |
|
|
2021
Q1 | $6.22M | Buy |
+33,733
| New | +$6.22M | 5.74% | 3 |
|