Baron Silver Stevens Financial Advisors’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 | $1.19M | Buy |
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|
2025
Q2 | $373K | Sell |
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|
2025
Q1 | $302K | Sell |
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|
2024
Q4 | $343K | Sell |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $332K | Sell |
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|
2024
Q1 | $426K | Buy |
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|
2023
Q4 | $290K | Sell |
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|
2023
Q3 | $401K | Sell |
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|
2023
Q2 | $509K | Sell |
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|
2023
Q1 | $606K | Buy |
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|
2022
Q4 | $500K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $553K | Buy |
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|
2022
Q1 | $802K | Buy |
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|
2021
Q4 | $571K | Buy |
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|
2021
Q3 | $583K | Sell |
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|
2021
Q2 | $609K | Buy |
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|
2021
Q1 | $590K | Sell |
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|
2020
Q4 | $583K | Buy |
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