H&H Retirement Design & 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
$749K Buy
2025
Q1
$506K Buy
2024
Q4
$653K Buy
2024
Q3
$507K Sell
2024
Q2
$524K Buy
2024
Q1
$590K Buy
2021
Q3
Sell
2021
Q2
$203K Sell
2021
Q1
$325K Buy
2020
Q3
$221K Buy
2020
Q2
Sell
2020
Q1
$249K Buy