BSW Wealth Partners’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 | $1.79M | Buy |
14,436
+28
| +0.2% | +$3.47K | 0.25% | 57 |
|
|
2025
Q1 | $1.42M | Sell |
14,408
-416
| -3% | -$41.1K | 0.22% | 64 |
|
|
2024
Q4 | $1.65M | Buy |
14,824
+1,167
| +9% | +$130K | 0.24% | 57 |
|
|
2024
Q3 | $1.31M | Sell |
13,657
-304
| -2% | -$29.2K | 0.2% | 62 |
|
|
2024
Q2 | $1.39M | Sell |
13,961
-332
| -2% | -$33K | 0.23% | 58 |
|
|
2024
Q1 | $1.75M | Buy |
14,293
+477
| +3% | +$58.4K | 0.3% | 51 |
|
|
2023
Q4 | $1.25M | Sell |
13,816
-514
| -4% | -$46.4K | 0.25% | 56 |
|
|
2023
Q3 | $1.16M | Sell |
14,330
-160
| -1% | -$13K | 0.26% | 50 |
|
|
2023
Q2 | $1.29M | Buy |
14,490
+66
| +0.5% | +$5.89K | 0.27% | 49 |
|
|
2023
Q1 | $1.44M | Buy |
14,424
+240
| +2% | +$24K | 0.3% | 49 |
|
|
2022
Q4 | $1.23M | Buy |
14,184
+179
| +1% | +$15.5K | 0.26% | 56 |
|
|
2022
Q3 | $1.32M | Sell |
14,005
-18
| -0.1% | -$1.7K | 0.32% | 36 |
|
|
2022
Q2 | $1.32M | Sell |
14,023
-71
| -0.5% | -$6.7K | 0.32% | 41 |
|
|
2022
Q1 | $1.93M | Sell |
14,094
-17
| -0.1% | -$2.33K | 0.49% | 29 |
|
|
2021
Q4 | $2.19M | Sell |
14,111
-223
| -2% | -$34.5K | 0.55% | 27 |
|
|
2021
Q3 | $2.43M | Sell |
14,334
-118
| -0.8% | -$20K | 0.68% | 24 |
|
|
2021
Q2 | $2.54M | Sell |
14,452
-32
| -0.2% | -$5.62K | 0.7% | 23 |
|
|
2021
Q1 | $2.67M | Sell |
14,484
-903
| -6% | -$167K | 0.77% | 23 |
|
|
2020
Q4 | $2.79M | Buy |
15,387
+963
| +7% | +$174K | 0.86% | 21 |
|
|
2020
Q3 | $1.79M | Sell |
14,424
-660
| -4% | -$81.9K | 0.67% | 25 |
|
|
2020
Q2 | $1.68M | Buy |
15,084
+593
| +4% | +$66.1K | 0.56% | 30 |
|
|
2020
Q1 | $1.4M | Buy |
14,491
+2,490
| +21% | +$241K | 0.58% | 29 |
|
|
2019
Q4 | $1.74M | Buy |
12,001
+162
| +1% | +$23.4K | 0.59% | 24 |
|
|
2019
Q3 | $1.54M | Buy |
11,839
+455
| +4% | +$59.3K | 0.59% | 24 |
|
|
2019
Q2 | $1.59M | Buy |
11,384
+984
| +9% | +$137K | 0.6% | 25 |
|
|
2019
Q1 | $1.16M | Buy |
10,400
+8
| +0.1% | +$888 | 0.46% | 28 |
|
|
2018
Q4 | $1.14M | Sell |
10,392
-100
| -1% | -$11K | 0.43% | 32 |
|
|
2018
Q3 | $1.23M | Buy |
10,492
+101
| +1% | +$11.8K | 0.47% | 25 |
|
|
2018
Q2 | $1.09M | Hold |
10,391
| – | – | 0.47% | 26 |
|
|
2018
Q1 | $1.04M | Buy |
10,391
+139
| +1% | +$14K | 0.47% | 25 |
|
|
2017
Q4 | $1.1M | Sell |
10,252
-290
| -3% | -$31.2K | 0.46% | 26 |
|
|
2017
Q3 | $1.04M | Buy |
10,542
+444
| +4% | +$43.8K | 0.45% | 26 |
|
|
2017
Q2 | $1.07M | Sell |
10,098
-180
| -2% | -$19.1K | 0.49% | 24 |
|
|
2017
Q1 | $1.17M | Buy |
10,278
+47
| +0.5% | +$5.33K | 0.58% | 24 |
|
|
2016
Q4 | $1.07M | Buy |
10,231
+9,281
| +977% | +$967K | 0.56% | 24 |
|
|
2016
Q3 | $10.2K | Sell |
950
-9,181
| -91% | -$98.9K | 0.35% | 32 |
|
|
2016
Q2 | $991K | Hold |
10,131
| – | – | 0.54% | 21 |
|
|
2016
Q1 | $1.01M | Buy |
10,131
+269
| +3% | +$26.7K | 0.57% | 22 |
|
|
2015
Q4 | $1.04M | Sell |
9,862
-882
| -8% | -$92.7K | 0.52% | 24 |
|
|
2015
Q3 | $1.1M | Buy |
10,744
+325
| +3% | +$33.2K | 0.65% | 21 |
|
|
2015
Q2 | $1.19M | Buy |
10,419
+925
| +10% | +$106K | 0.76% | 16 |
|
|
2015
Q1 | $996K | Sell |
9,494
-825
| -8% | -$86.5K | 0.63% | 17 |
|
|
2014
Q4 | $972K | Sell |
10,319
-290
| -3% | -$27.3K | 0.78% | 16 |
|
|
2014
Q3 | $945K | Buy |
10,609
+275
| +3% | +$24.5K | 0.74% | 16 |
|
|
2014
Q2 | $886K | Buy |
10,334
+100
| +1% | +$8.57K | 0.7% | 17 |
|
|
2014
Q1 | $819K | Buy |
10,234
+30
| +0.3% | +$2.4K | 0.66% | 18 |
|
|
2013
Q4 | $780K | Sell |
10,204
-43
| -0.4% | -$3.29K | 0.62% | 20 |
|
|
2013
Q3 | $661K | Hold |
10,247
| – | – | 0.58% | 22 |
|
|
2013
Q2 | $647K | Buy |
+10,247
| New | +$647K | 0.57% | 23 |
|