Baron Financial Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-772
| Closed | -$72.9K | – | 89 |
|
|
2022
Q2 | $72.9K | Hold |
772
| – | – | 0.05% | 70 |
|
|
2022
Q1 | $106K | Hold |
772
| – | – | 0.06% | 63 |
|
|
2021
Q4 | $120K | Hold |
772
| – | – | 0.07% | 59 |
|
|
2021
Q3 | $131K | Hold |
772
| – | – | 0.08% | 57 |
|
|
2021
Q2 | $136K | Hold |
772
| – | – | 0.08% | 58 |
|
|
2021
Q1 | $142K | Buy |
772
+175
| +29% | +$32.3K | 0.1% | 54 |
|
|
2020
Q4 | $108K | Hold |
597
| – | – | 0.09% | 61 |
|
|
2020
Q3 | $74.1K | Buy |
+597
| New | +$74.1K | 0.07% | 70 |
|