Baron Wealth Management’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 | $399K | Sell |
3,218
-350
| -10% | -$43.4K | 0.14% | 108 |
|
|
2025
Q1 | $352K | Sell |
3,568
-951
| -21% | -$93.9K | 0.15% | 104 |
|
|
2024
Q4 | $503K | Buy |
4,519
+370
| +9% | +$41.2K | 0.24% | 65 |
|
|
2024
Q3 | $399K | Buy |
4,149
+117
| +3% | +$11.3K | 0.19% | 84 |
|
|
2024
Q2 | $400K | Sell |
4,032
-24
| -0.6% | -$2.38K | 0.21% | 74 |
|
|
2024
Q1 | $496K | Buy |
4,056
+237
| +6% | +$29K | 0.26% | 57 |
|
|
2023
Q4 | $345K | Buy |
3,819
+297
| +8% | +$26.8K | 0.19% | 86 |
|
|
2023
Q3 | $285K | Sell |
3,522
-684
| -16% | -$55.4K | 0.18% | 97 |
|
|
2023
Q2 | $376K | Sell |
4,206
-689
| -14% | -$61.5K | 0.24% | 69 |
|
|
2023
Q1 | $490K | Sell |
4,895
-324
| -6% | -$32.4K | 0.35% | 46 |
|
|
2022
Q4 | $453K | Buy |
+5,219
| New | +$453K | 0.35% | 43 |
|