BWFA
Baltimore-Washington Financial Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Buy |
6,957
+88
| +1% | +$10.9K | 0.04% | 95 |
|
|
2025
Q1 | $678K | Sell |
6,869
-37
| -0.5% | -$3.65K | 0.04% | 96 |
|
|
2024
Q4 | $769K | Buy |
6,906
+47
| +0.7% | +$5.23K | 0.04% | 95 |
|
|
2024
Q3 | $660K | Sell |
6,859
-75
| -1% | -$7.22K | 0.04% | 99 |
|
|
2024
Q2 | $689K | Buy |
6,934
+5,277
| +318% | +$524K | 0.04% | 97 |
|
|
2024
Q1 | $203K | Sell |
1,657
-6,651
| -80% | -$814K | 0.01% | 121 |
|
|
2023
Q4 | $750K | Sell |
8,308
-42
| -0.5% | -$3.79K | 0.05% | 98 |
|
|
2023
Q3 | $677K | Buy |
+8,350
| New | +$677K | 0.05% | 102 |
|
|
2023
Q2 | – | Sell |
-81,930
| Closed | -$8.2M | – | 141 |
|
|
2023
Q1 | $8.2M | Sell |
81,930
-7,587
| -8% | -$760K | 0.72% | 47 |
|
|
2022
Q4 | $7.78M | Sell |
89,517
-104,654
| -54% | -$9.09M | 0.76% | 46 |
|
|
2022
Q3 | $18.3M | Buy |
194,171
+97,013
| +100% | +$9.15M | 1.54% | 20 |
|
|
2022
Q2 | $9.17M | Sell |
97,158
-5,893
| -6% | -$556K | 0.98% | 40 |
|
|
2022
Q1 | $19M | Sell |
103,051
-216
| -0.2% | -$39.8K | 1.85% | 10 |
|
|
2021
Q4 | $16M | Buy |
103,267
+161
| +0.2% | +$24.9K | 1.29% | 29 |
|
|
2021
Q3 | $17.4M | Buy |
103,106
+1,475
| +1% | +$250K | 1.54% | 24 |
|
|
2021
Q2 | $17.9M | Sell |
101,631
-1,420
| -1% | -$250K | 1.66% | 18 |
|
|
2021
Q1 | $19M | Sell |
103,051
-25
| -0% | -$4.61K | 1.94% | 10 |
|
|
2020
Q4 | $18.7M | Buy |
103,076
+9
| +0% | +$1.63K | 2.04% | 9 |
|
|
2020
Q3 | $12.8M | Buy |
103,067
+532
| +0.5% | +$66K | 1.66% | 17 |
|
|
2020
Q2 | $11.4M | Buy |
102,535
+526
| +0.5% | +$58.7K | 1.57% | 19 |
|
|
2020
Q1 | $9.85M | Sell |
102,009
-812
| -0.8% | -$78.4K | 1.78% | 16 |
|
|
2019
Q4 | $14.9M | Buy |
102,821
+3,163
| +3% | +$457K | 2.18% | 10 |
|
|
2019
Q3 | $13M | Sell |
99,658
-194
| -0.2% | -$25.3K | 2.13% | 11 |
|
|
2019
Q2 | $13.9M | Buy |
99,852
+1,111
| +1% | +$155K | 2.35% | 8 |
|
|
2019
Q1 | $11M | Buy |
98,741
+2,216
| +2% | +$246K | 1.92% | 13 |
|
|
2018
Q4 | $10.6M | Buy |
96,525
+716
| +0.7% | +$78.5K | 2.19% | 9 |
|
|
2018
Q3 | $11.2M | Buy |
95,809
+3,958
| +4% | +$463K | 2.03% | 12 |
|
|
2018
Q2 | $9.63M | Buy |
91,851
+1,411
| +2% | +$148K | 1.91% | 16 |
|
|
2018
Q1 | $9.08M | Buy |
90,440
+2,046
| +2% | +$205K | 1.98% | 16 |
|
|
2017
Q4 | $9.5M | Buy |
88,394
+1,409
| +2% | +$151K | 2% | 15 |
|
|
2017
Q3 | $8.57M | Buy |
86,985
+2,553
| +3% | +$252K | 1.95% | 19 |
|
|
2017
Q2 | $8.97M | Buy |
84,432
+990
| +1% | +$105K | 2.16% | 14 |
|
|
2017
Q1 | $9.46M | Sell |
83,442
-269
| -0.3% | -$30.5K | 2.41% | 9 |
|
|
2016
Q4 | $8.72M | Sell |
83,711
-1,770
| -2% | -$184K | 2.39% | 7 |
|
|
2016
Q3 | $7.94M | Buy |
85,481
+1,196
| +1% | +$111K | 2.26% | 12 |
|
|
2016
Q2 | $8.24M | Buy |
84,285
+895
| +1% | +$87.5K | 2.45% | 9 |
|
|
2016
Q1 | $8.28M | Buy |
+83,390
| New | +$8.28M | 2.51% | 4 |
|
|
2015
Q4 | – | Sell |
-300
| Closed | -$30K | – | 128 |
|
|
2015
Q3 | $30K | Sell |
300
-68
| -18% | -$6.8K | 0.01% | 150 |
|
|
2015
Q2 | $42K | Hold |
368
| – | – | 0.01% | 134 |
|
|
2015
Q1 | $39K | Sell |
368
-271
| -42% | -$28.7K | 0.01% | 145 |
|
|
2014
Q4 | $60K | Hold |
639
| – | – | 0.02% | 130 |
|
|
2014
Q3 | $57K | Hold |
639
| – | – | 0.02% | 131 |
|
|
2014
Q2 | $55K | Hold |
639
| – | – | 0.02% | 152 |
|
|
2014
Q1 | $51K | Hold |
639
| – | – | 0.02% | 133 |
|
|
2013
Q4 | $49K | Hold |
639
| – | – | 0.02% | 164 |
|
|
2013
Q3 | $41K | Hold |
639
| – | – | 0.02% | 129 |
|
|
2013
Q2 | $40K | Buy |
+639
| New | +$40K | 0.02% | 115 |
|