Bay Harbor Wealth Management’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 | $84.6K | Buy |
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|
2025
Q2 | $75.8K | Buy |
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|
2025
Q1 | $55.9K | Buy |
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|
2024
Q4 | $35K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $19K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $61K | Sell |
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|
2021
Q4 | $65K | Buy |
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|
2021
Q3 | $72K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $25K | Buy |
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|
2020
Q3 | $13K | Hold |
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|
2020
Q2 | $12K | Sell |
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|
2020
Q1 | $25K | Sell |
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|
2019
Q4 | $54K | Sell |
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|
2019
Q3 | $54K | Sell |
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|
2019
Q2 | $60K | Buy |
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|
2019
Q1 | $25K | Sell |
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|
2018
Q4 | $26K | Buy |
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