Baker Tilly 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 | $1.95M | Buy |
15,746
+145
| +0.9% | +$18K | 0.7% | 29 |
|
|
2025
Q1 | $1.54M | Buy |
15,601
+797
| +5% | +$78.7K | 0.6% | 29 |
|
|
2024
Q4 | $1.65M | Buy |
14,804
+1,046
| +8% | +$116K | 0.65% | 30 |
|
|
2024
Q3 | $1.32M | Sell |
13,758
-348
| -2% | -$33.5K | 0.59% | 30 |
|
|
2024
Q2 | $1.4M | Sell |
14,106
-17,939
| -56% | -$1.78M | 0.57% | 31 |
|
|
2024
Q1 | $3.92M | Buy |
32,045
+1,257
| +4% | +$154K | 0.71% | 21 |
|
|
2023
Q4 | $2.78M | Sell |
30,788
-3,304
| -10% | -$298K | 0.46% | 41 |
|
|
2023
Q3 | $2.76M | Sell |
34,092
-25,960
| -43% | -$2.1M | 0.46% | 45 |
|
|
2023
Q2 | $5.36M | Buy |
60,052
+2,750
| +5% | +$246K | 0.56% | 39 |
|
|
2023
Q1 | $5.74M | Buy |
57,302
+6,694
| +13% | +$670K | 0.65% | 31 |
|
|
2022
Q4 | $4.4M | Sell |
50,608
-1,466
| -3% | -$127K | 0.54% | 43 |
|
|
2022
Q3 | $4.91M | Sell |
52,074
-1,274
| -2% | -$120K | 0.67% | 28 |
|
|
2022
Q2 | $5.04M | Buy |
53,348
+13,827
| +35% | +$1.31M | 0.66% | 29 |
|
|
2022
Q1 | $5.42M | Buy |
39,521
+5,657
| +17% | +$776K | 0.6% | 35 |
|
|
2021
Q4 | $5.25M | Buy |
33,864
+5,118
| +18% | +$793K | 0.56% | 36 |
|
|
2021
Q3 | $4.86M | Buy |
28,746
+4,912
| +21% | +$831K | 0.64% | 26 |
|
|
2021
Q2 | $4.19M | Buy |
23,834
+3,307
| +16% | +$581K | 0.68% | 25 |
|
|
2021
Q1 | $3.79M | Buy |
20,527
+9,899
| +93% | +$1.83M | 0.78% | 20 |
|
|
2020
Q4 | $1.93M | Buy |
+10,628
| New | +$1.93M | 0.59% | 43 |
|