Baron Silver Stevens Financial Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Sell |
3,008
-54
| -2% | -$6.7K | 0.06% | 92 |
|
|
2025
Q1 | $302K | Sell |
3,062
-15
| -0.5% | -$1.48K | 0.05% | 96 |
|
|
2024
Q4 | $343K | Sell |
3,077
-42
| -1% | -$4.68K | 0.06% | 86 |
|
|
2024
Q3 | $300K | Sell |
3,119
-229
| -7% | -$22K | 0.05% | 94 |
|
|
2024
Q2 | $332K | Sell |
3,348
-134
| -4% | -$13.3K | 0.06% | 83 |
|
|
2024
Q1 | $426K | Buy |
3,482
+273
| +9% | +$33.4K | 0.08% | 78 |
|
|
2023
Q4 | $290K | Sell |
3,209
-1,737
| -35% | -$157K | 0.06% | 85 |
|
|
2023
Q3 | $401K | Sell |
4,946
-755
| -13% | -$61.2K | 0.09% | 65 |
|
|
2023
Q2 | $509K | Sell |
5,701
-347
| -6% | -$31K | 0.11% | 60 |
|
|
2023
Q1 | $606K | Buy |
6,048
+292
| +5% | +$29.2K | 0.16% | 50 |
|
|
2022
Q4 | $500K | Buy |
+5,756
| New | +$500K | 0.12% | 52 |
|
|
2022
Q3 | – | Sell |
-5,866
| Closed | -$553K | – | 112 |
|
|
2022
Q2 | $553K | Buy |
5,866
+15
| +0.3% | +$1.41K | 0.14% | 51 |
|
|
2022
Q1 | $802K | Buy |
5,851
+2,160
| +59% | +$296K | 0.19% | 43 |
|
|
2021
Q4 | $571K | Buy |
3,691
+241
| +7% | +$37.3K | 0.14% | 45 |
|
|
2021
Q3 | $583K | Sell |
3,450
-14
| -0.4% | -$2.37K | 0.16% | 39 |
|
|
2021
Q2 | $609K | Buy |
3,464
+264
| +8% | +$46.4K | 0.17% | 43 |
|
|
2021
Q1 | $590K | Sell |
3,200
-19
| -0.6% | -$3.5K | 0.32% | 21 |
|
|
2020
Q4 | $583K | Buy |
+3,219
| New | +$583K | 0.2% | 32 |
|