H&H Retirement Design & 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 | $749K | Buy |
6,198
+178
| +3% | +$21.5K | 0.41% | 43 |
|
|
2025
Q1 | $506K | Buy |
6,020
+13
| +0.2% | +$1.09K | 0.34% | 46 |
|
|
2024
Q4 | $653K | Buy |
6,007
+631
| +12% | +$68.6K | 0.4% | 48 |
|
|
2024
Q3 | $507K | Sell |
5,376
-188
| -3% | -$17.7K | 0.3% | 56 |
|
|
2024
Q2 | $524K | Buy |
5,564
+298
| +6% | +$28.1K | 0.32% | 55 |
|
|
2024
Q1 | $590K | Buy |
+5,266
| New | +$590K | 0.39% | 50 |
|
|
2021
Q3 | – | Sell |
-1,147
| Closed | -$203K | – | 44 |
|
|
2021
Q2 | $203K | Sell |
1,147
-630
| -35% | -$112K | 0.12% | 43 |
|
|
2021
Q1 | $325K | Buy |
+1,777
| New | +$325K | 0.2% | 36 |
|
|
2020
Q3 | $221K | Buy |
+1,777
| New | +$221K | 0.17% | 37 |
|
|
2020
Q2 | – | Sell |
-2,572
| Closed | -$249K | – | 47 |
|
|
2020
Q1 | $249K | Buy |
+2,572
| New | +$249K | 0.24% | 41 |
|