BAM
Byrne Asset Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
17,197
+372
| +2% | +$46.1K | 1.41% | 13 |
|
|
2025
Q1 | $1.66M | Sell |
16,825
-854
| -5% | -$84.3K | 1.23% | 17 |
|
|
2024
Q4 | $1.97M | Sell |
17,679
-632
| -3% | -$70.4K | 1.38% | 13 |
|
|
2024
Q3 | $1.76M | Sell |
18,311
-198
| -1% | -$19K | 1.2% | 21 |
|
|
2024
Q2 | $1.89M | Sell |
18,509
-704
| -4% | -$71.9K | 1.35% | 15 |
|
|
2024
Q1 | $2.35M | Buy |
19,213
+177
| +0.9% | +$21.7K | 1.63% | 11 |
|
|
2023
Q4 | $1.72M | Buy |
19,036
+989
| +5% | +$89.4K | 1.31% | 17 |
|
|
2023
Q3 | $1.46M | Buy |
18,047
+1,409
| +8% | +$114K | 1.21% | 18 |
|
|
2023
Q2 | $1.49M | Buy |
16,638
+5,147
| +45% | +$459K | 0.97% | 21 |
|
|
2023
Q1 | $1.15M | Sell |
11,491
-472
| -4% | -$47.3K | 0.82% | 31 |
|
|
2022
Q4 | $1.04M | Sell |
11,963
-1,045
| -8% | -$90.8K | 0.75% | 40 |
|
|
2022
Q3 | $1.23M | Buy |
13,008
+245
| +2% | +$23.1K | 0.95% | 23 |
|
|
2022
Q2 | $1.21M | Buy |
12,763
+1,474
| +13% | +$139K | 0.89% | 29 |
|
|
2022
Q1 | $1.55M | Buy |
11,289
+1,835
| +19% | +$252K | 0.96% | 25 |
|
|
2021
Q4 | $1.46M | Buy |
+9,454
| New | +$1.46M | 0.95% | 30 |
|