HHGA
Halbert Hargrove Global Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.33K | Sell |
43
-33
| -43% | -$4.09K | ﹤0.01% | 247 |
|
|
2025
Q1 | $7.46K | Buy |
+76
| New | +$7.46K | ﹤0.01% | 266 |
|
|
2023
Q2 | – | Sell |
-3,595
| Closed | -$360K | – | 112 |
|
|
2023
Q1 | $360K | Buy |
3,595
+434
| +14% | +$43.5K | 0.02% | 90 |
|
|
2022
Q4 | $275K | Sell |
3,161
-354
| -10% | -$30.8K | 0.02% | 108 |
|
|
2022
Q3 | $332K | Buy |
3,515
+320
| +10% | +$30.2K | 0.03% | 91 |
|
|
2022
Q2 | $302K | Sell |
3,195
-170
| -5% | -$16.1K | 0.02% | 103 |
|
|
2022
Q1 | $461K | Buy |
3,365
+125
| +4% | +$17.1K | 0.03% | 77 |
|
|
2021
Q4 | $502K | Sell |
3,240
-194
| -6% | -$30.1K | 0.03% | 69 |
|
|
2021
Q3 | $581K | Buy |
3,434
+85
| +3% | +$14.4K | 0.04% | 62 |
|
|
2021
Q2 | $588K | Sell |
3,349
-137
| -4% | -$24.1K | 0.04% | 64 |
|
|
2021
Q1 | $643K | Buy |
3,486
+70
| +2% | +$12.9K | 0.05% | 54 |
|
|
2020
Q4 | $619K | Buy |
3,416
+121
| +4% | +$21.9K | 0.05% | 50 |
|
|
2020
Q3 | $409K | Sell |
3,295
-184
| -5% | -$22.8K | 0.04% | 56 |
|
|
2020
Q2 | $388K | Buy |
3,479
+133
| +4% | +$14.8K | 0.06% | 51 |
|
|
2020
Q1 | $323K | Sell |
3,346
-467
| -12% | -$45.1K | 0.06% | 51 |
|
|
2019
Q4 | $552K | Sell |
3,813
-78
| -2% | -$11.3K | 0.14% | 30 |
|
|
2019
Q3 | $507K | Sell |
3,891
-400
| -9% | -$52.1K | 0.13% | 31 |
|
|
2019
Q2 | $599K | Buy |
+4,291
| New | +$599K | 0.16% | 24 |
|
|
2019
Q1 | – | Sell |
-2,953
| Closed | -$324K | – | 43 |
|
|
2018
Q4 | $324K | Buy |
2,953
+15
| +0.5% | +$1.65K | 0.07% | 52 |
|
|
2018
Q3 | $344K | Sell |
2,938
-68
| -2% | -$7.96K | 0.09% | 46 |
|
|
2018
Q2 | $315K | Sell |
3,006
-163
| -5% | -$17.1K | 0.08% | 48 |
|
|
2018
Q1 | $318K | Sell |
3,169
-19
| -0.6% | -$1.91K | 0.08% | 46 |
|
|
2017
Q4 | $343K | Buy |
3,188
+14
| +0.4% | +$1.51K | 0.09% | 40 |
|
|
2017
Q3 | $313K | Sell |
3,174
-1,026
| -24% | -$101K | 0.09% | 45 |
|
|
2017
Q2 | $446K | Buy |
4,200
+273
| +7% | +$29K | 0.12% | 35 |
|
|
2017
Q1 | $445K | Sell |
3,927
-121
| -3% | -$13.7K | 0.11% | 38 |
|
|
2016
Q4 | $422K | Buy |
4,048
+293
| +8% | +$30.5K | 0.12% | 36 |
|
|
2016
Q3 | $349K | Sell |
3,755
-605
| -14% | -$56.2K | 0.1% | 40 |
|
|
2016
Q2 | $427K | Buy |
4,360
+461
| +12% | +$45.1K | 0.12% | 32 |
|
|
2016
Q1 | $387K | Buy |
3,899
+139
| +4% | +$13.8K | 0.14% | 39 |
|
|
2015
Q4 | $395K | Sell |
3,760
-174
| -4% | -$18.3K | 0.17% | 42 |
|
|
2015
Q3 | $402K | Sell |
3,934
-4,064
| -51% | -$415K | 0.2% | 34 |
|
|
2015
Q2 | $913K | Sell |
7,998
-730
| -8% | -$83.3K | 0.22% | 31 |
|
|
2015
Q1 | $915K | Buy |
8,728
+4,074
| +88% | +$427K | 0.29% | 35 |
|
|
2014
Q4 | $438K | Sell |
4,654
-1,142
| -20% | -$107K | 0.22% | 50 |
|
|
2014
Q3 | $516K | Buy |
5,796
+528
| +10% | +$47K | 0.14% | 52 |
|
|
2014
Q2 | $452K | Buy |
5,268
+162
| +3% | +$13.9K | 0.14% | 51 |
|
|
2014
Q1 | $409K | Sell |
5,106
-212
| -4% | -$17K | 0.13% | 57 |
|
|
2013
Q4 | $406K | Sell |
5,318
-3,158
| -37% | -$241K | 0.13% | 56 |
|
|
2013
Q3 | $547K | Buy |
8,476
+33
| +0.4% | +$2.13K | 0.18% | 38 |
|
|
2013
Q2 | $533K | Buy |
+8,443
| New | +$533K | 0.2% | 39 |
|