BWA
Burt Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Sell |
3,189
-100
| -3% | -$12.4K | 0.09% | 83 |
|
|
2025
Q1 | $325K | Sell |
3,289
-121
| -4% | -$11.9K | 0.08% | 85 |
|
|
2024
Q4 | $380K | Sell |
3,410
-194
| -5% | -$21.6K | 0.1% | 77 |
|
|
2024
Q3 | $347K | Sell |
3,604
-215
| -6% | -$20.7K | 0.09% | 82 |
|
|
2024
Q2 | $379K | Sell |
3,819
-268
| -7% | -$26.6K | 0.1% | 71 |
|
|
2024
Q1 | $500K | Buy |
4,087
+483
| +13% | +$59.1K | 0.13% | 65 |
|
|
2023
Q4 | $325K | Sell |
3,604
-325
| -8% | -$29.3K | 0.09% | 80 |
|
|
2023
Q3 | $318K | Sell |
3,929
-672
| -15% | -$54.5K | 0.1% | 76 |
|
|
2023
Q2 | $411K | Sell |
4,601
-200
| -4% | -$17.9K | 0.12% | 65 |
|
|
2023
Q1 | $481K | Hold |
4,801
| – | – | 0.15% | 54 |
|
|
2022
Q4 | $417K | Hold |
4,801
| – | – | 0.14% | 66 |
|
|
2022
Q3 | $453K | Buy |
4,801
+100
| +2% | +$9.44K | 0.18% | 45 |
|
|
2022
Q2 | $444K | Hold |
4,701
| – | – | 0.15% | 51 |
|
|
2022
Q1 | $645K | Buy |
4,701
+215
| +5% | +$29.5K | 0.19% | 44 |
|
|
2021
Q4 | $695K | Hold |
4,486
| – | – | 0.23% | 40 |
|
|
2021
Q3 | $759K | Sell |
4,486
-75
| -2% | -$12.7K | 0.24% | 35 |
|
|
2021
Q2 | $802K | Sell |
4,561
-43
| -0.9% | -$7.56K | 0.29% | 29 |
|
|
2021
Q1 | $850K | Hold |
4,604
| – | – | 0.31% | 28 |
|
|
2020
Q4 | $834K | Hold |
4,604
| – | – | 0.29% | 27 |
|
|
2020
Q3 | $571K | Sell |
4,604
-45
| -1% | -$5.58K | 0.21% | 37 |
|
|
2020
Q2 | $518K | Sell |
4,649
-165
| -3% | -$18.4K | 0.21% | 34 |
|
|
2020
Q1 | $465K | Hold |
4,814
| – | – | 0.21% | 37 |
|
|
2019
Q4 | $696K | Sell |
4,814
-75
| -2% | -$10.8K | 0.27% | 30 |
|
|
2019
Q3 | $637K | Hold |
4,889
| – | – | 0.26% | 31 |
|
|
2019
Q2 | $683K | Sell |
4,889
-300
| -6% | -$41.9K | 0.3% | 29 |
|
|
2019
Q1 | $576K | Buy |
5,189
+587
| +13% | +$65.2K | 0.26% | 33 |
|
|
2018
Q4 | $505K | Buy |
4,602
+325
| +8% | +$35.7K | 0.24% | 48 |
|
|
2018
Q3 | $500K | Hold |
4,277
| – | – | 0.23% | 39 |
|
|
2018
Q2 | $448K | Hold |
4,277
| – | – | 0.21% | 41 |
|
|
2018
Q1 | $430K | Hold |
4,277
| – | – | 0.22% | 40 |
|
|
2017
Q4 | $460K | Buy |
4,277
+800
| +23% | +$86K | 0.29% | 37 |
|
|
2017
Q3 | $343K | Buy |
3,477
+295
| +9% | +$29.1K | 0.22% | 49 |
|
|
2017
Q2 | $338K | Buy |
3,182
+15
| +0.5% | +$1.59K | 0.23% | 45 |
|
|
2017
Q1 | $359K | Sell |
3,167
-190
| -6% | -$21.5K | 0.26% | 43 |
|
|
2016
Q4 | $350K | Buy |
3,357
+86
| +3% | +$8.97K | 0.31% | 46 |
|
|
2016
Q3 | $303K | Hold |
3,271
| – | – | 0.32% | 42 |
|
|
2016
Q2 | $319K | Sell |
3,271
-203
| -6% | -$19.8K | 0.35% | 41 |
|
|
2016
Q1 | $345K | Buy |
3,474
+1
| +0% | +$99 | 0.31% | 37 |
|
|
2015
Q4 | $364K | Sell |
3,473
-18
| -0.5% | -$1.89K | 0.29% | 39 |
|
|
2015
Q3 | $356K | Buy |
3,491
+126
| +4% | +$12.8K | 0.44% | 31 |
|
|
2015
Q2 | $384K | Hold |
3,365
| – | – | 0.42% | 38 |
|
|
2015
Q1 | $355K | Buy |
3,365
+1
| +0% | +$105 | 0.36% | 31 |
|
|
2014
Q4 | $317K | Buy |
+3,364
| New | +$317K | 0.34% | 44 |
|