Baldwin Investment 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
Q2 | $1.13M | Sell |
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|
2025
Q1 | $930K | Buy |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $834K | Buy |
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|
2024
Q2 | $766K | Sell |
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|
2024
Q1 | $953K | Buy |
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|
2023
Q4 | $601K | Sell |
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|
2023
Q3 | $641K | Buy |
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|
2023
Q2 | $699K | Buy |
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|
2023
Q1 | $776K | Buy |
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|
2022
Q4 | $666K | Buy |
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|
2022
Q3 | $636 | Sell |
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|
2022
Q2 | $642 | Sell |
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|
2022
Q1 | $2.16K | Buy |
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|
2021
Q4 | $2.19K | Buy |
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|
2021
Q3 | $1.7M | Buy |
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|
2021
Q2 | $1.76M | Sell |
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|
2021
Q1 | $1.96M | Buy |
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|
2020
Q4 | $1.84M | Buy |
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|
2020
Q3 | $1.03M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $216K | Hold |
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|
2013
Q4 | $206K | Buy |
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