Baker Tilly Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.82M | Buy |
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|
2025
Q2 | $1.95M | Buy |
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|
2025
Q1 | $1.54M | Buy |
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|
2024
Q4 | $1.65M | Buy |
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|
2024
Q3 | $1.32M | Sell |
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|
2024
Q2 | $1.4M | Sell |
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|
2024
Q1 | $3.92M | Buy |
|
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|
2023
Q4 | $2.78M | Sell |
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|
2023
Q3 | $2.76M | Sell |
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|
2023
Q2 | $5.36M | Buy |
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|
2023
Q1 | $5.74M | Buy |
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|
2022
Q4 | $4.4M | Sell |
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|
2022
Q3 | $4.91M | Sell |
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|
2022
Q2 | $5.04M | Buy |
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|
2022
Q1 | $5.42M | Buy |
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|
2021
Q4 | $5.25M | Buy |
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|
2021
Q3 | $4.86M | Buy |
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|
2021
Q2 | $4.19M | Buy |
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|
2021
Q1 | $3.79M | Buy |
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|
2020
Q4 | $1.93M | Buy |
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