Baldwin Wealth Partners’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 | $741K | Sell |
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|
2025
Q2 | $807K | Sell |
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|
2025
Q1 | $643K | Sell |
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|
2024
Q4 | $782K | Buy |
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|
2024
Q3 | $613K | Sell |
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|
2024
Q2 | $654K | Sell |
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|
2024
Q1 | $821K | Sell |
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|
2023
Q4 | $817K | Sell |
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|
2023
Q3 | $779K | Sell |
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|
2023
Q2 | $927K | Sell |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $929K | Sell |
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|
2022
Q3 | $1.13M | Sell |
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|
2022
Q2 | $1.15M | Sell |
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|
2022
Q1 | $1.67M | Buy |
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|
2021
Q4 | $1.62M | Buy |
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|
2021
Q3 | $1.76M | Sell |
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|
2021
Q2 | $1.83M | Hold |
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|
2021
Q1 | $1.93M | Buy |
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|
2020
Q4 | $1.87M | Sell |
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|
2020
Q3 | $3.66M | Buy |
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|
2020
Q2 | $3.27M | Buy |
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|
2020
Q1 | $2.66M | Buy |
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|
2019
Q4 | $3.06M | Buy |
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|
2019
Q3 | $1.65M | Sell |
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|
2019
Q2 | $1.9M | Sell |
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|
2019
Q1 | $1.52M | Buy |
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|
2018
Q4 | $1.45M | Buy |
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|
2018
Q3 | $1.52M | Buy |
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|
2018
Q2 | $1.04M | Buy |
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|
2018
Q1 | $929K | Buy |
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|
2017
Q4 | $968K | Buy |
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|
2017
Q3 | $841K | Sell |
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|
2017
Q2 | $946K | Sell |
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|
2017
Q1 | $1.07M | Sell |
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|
2016
Q4 | $996K | Sell |
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|
2016
Q3 | $898K | Sell |
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|
2016
Q2 | $1.24M | Sell |
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|
2016
Q1 | $1.27M | Sell |
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|
2015
Q4 | $1.38M | Buy |
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|
2015
Q3 | $1.33M | Hold |
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|
2015
Q2 | $1.49M | Sell |
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|
2015
Q1 | $1.4M | Sell |
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|
2014
Q4 | $1.26M | Sell |
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|
2014
Q3 | $1.25M | Buy |
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|
2014
Q2 | $1.16M | Buy |
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|
2014
Q1 | $1.04M | Sell |
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|
2013
Q4 | $1.03M | Sell |
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|
2013
Q3 | $913K | Buy |
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|
2013
Q2 | $881K | Buy |
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