Halbert Hargrove Global Advisors’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 | $10.8K | Buy |
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|
2025
Q2 | $5.33K | Sell |
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|
2025
Q1 | $7.46K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $360K | Buy |
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|
2022
Q4 | $275K | Sell |
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|
2022
Q3 | $332K | Buy |
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|
2022
Q2 | $302K | Sell |
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|
2022
Q1 | $461K | Buy |
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|
2021
Q4 | $502K | Sell |
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|
2021
Q3 | $581K | Buy |
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|
2021
Q2 | $588K | Sell |
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|
2021
Q1 | $643K | Buy |
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|
2020
Q4 | $619K | Buy |
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|
2020
Q3 | $409K | Sell |
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|
2020
Q2 | $388K | Buy |
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|
2020
Q1 | $323K | Sell |
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|
2019
Q4 | $552K | Sell |
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|
2019
Q3 | $507K | Sell |
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|
2019
Q2 | $599K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $324K | Buy |
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|
2018
Q3 | $344K | Sell |
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|
2018
Q2 | $315K | Sell |
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|
2018
Q1 | $318K | Sell |
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|
2017
Q4 | $343K | Buy |
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|
2017
Q3 | $313K | Sell |
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|
2017
Q2 | $446K | Buy |
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|
2017
Q1 | $445K | Sell |
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|
2016
Q4 | $422K | Buy |
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|
2016
Q3 | $349K | Sell |
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|
2016
Q2 | $427K | Buy |
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|
2016
Q1 | $387K | Buy |
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|
2015
Q4 | $395K | Sell |
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|
2015
Q3 | $402K | Sell |
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|
2015
Q2 | $913K | Sell |
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|
2015
Q1 | $915K | Buy |
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|
2014
Q4 | $438K | Sell |
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|
2014
Q3 | $516K | Buy |
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|
2014
Q2 | $452K | Buy |
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|
2014
Q1 | $409K | Sell |
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|
2013
Q4 | $406K | Sell |
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|
2013
Q3 | $547K | Buy |
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|
2013
Q2 | $533K | Buy |
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