Carlton Hofferkamp & Jenks 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
Q2 | $1.05M | Sell |
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|
2025
Q1 | $743K | Sell |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $908K | Sell |
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|
2024
Q2 | $942K | Sell |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $995K | Sell |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $1.71M | Sell |
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|
2022
Q3 | $1.75M | Sell |
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|
2022
Q2 | $1.66M | Sell |
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|
2022
Q1 | $2.35M | Buy |
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|
2021
Q4 | $2.42M | Buy |
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|
2021
Q3 | $3.12M | Buy |
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|
2021
Q2 | $3.13M | Buy |
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|
2021
Q1 | $3.2M | Sell |
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|
2020
Q4 | $3.01M | Sell |
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|
2020
Q3 | $2.47M | Sell |
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|
2020
Q2 | $2.12M | Sell |
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|
2020
Q1 | $2.07M | Buy |
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|
2019
Q4 | $2.44M | Sell |
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|
2019
Q3 | $2.34M | Buy |
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|
2019
Q2 | $2.56M | Sell |
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|
2019
Q1 | $2.03M | Sell |
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|
2018
Q4 | $2.03M | Buy |
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|
2018
Q3 | $2.16M | Sell |
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|
2018
Q2 | $1.96M | Buy |
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|
2018
Q1 | $1.84M | Sell |
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|
2017
Q4 | $2.05M | Sell |
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|
2017
Q3 | $1.94M | Sell |
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|
2017
Q2 | $2.1M | Buy |
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|
2017
Q1 | $2.22M | Buy |
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|
2016
Q4 | $2.01M | Buy |
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|
2016
Q3 | $1.73M | Buy |
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|
2016
Q2 | $1.54M | Buy |
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|
2016
Q1 | $1.52M | Buy |
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|
2015
Q4 | $1.54M | Buy |
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|
2015
Q3 | $1.45M | Buy |
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|
2015
Q2 | $1.3M | Buy |
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|
2015
Q1 | $830K | Buy |
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|
2014
Q4 | $680K | Buy |
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|
2014
Q3 | $617K | Hold |
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|
2014
Q2 | $604K | Buy |
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|
2014
Q1 | $548K | Buy |
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|
2013
Q4 | $478K | Buy |
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|
2013
Q3 | $345K | Buy |
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|
2013
Q2 | $316K | Buy |
|