Hamilton Capital’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 | $233K | Buy |
+1,883
| New | +$233K | 0.01% | 121 |
|
|
2025
Q1 | – | Sell |
-1,998
| Closed | -$222K | – | 140 |
|
|
2024
Q4 | $222K | Buy |
+1,998
| New | +$222K | 0.02% | 114 |
|
|
2024
Q2 | – | Sell |
-2,096
| Closed | -$256K | – | 131 |
|
|
2024
Q1 | $256K | Buy |
+2,096
| New | +$256K | 0.02% | 113 |
|
|
2023
Q3 | – | Sell |
-2,688
| Closed | -$240K | – | 123 |
|
|
2023
Q2 | $240K | Sell |
2,688
-345
| -11% | -$30.8K | 0.02% | 97 |
|
|
2023
Q1 | $304K | Buy |
3,033
+102
| +3% | +$10.2K | 0.02% | 84 |
|
|
2022
Q4 | $255K | Sell |
2,931
-396
| -12% | -$34.4K | 0.02% | 111 |
|
|
2022
Q3 | $314K | Sell |
3,327
-622
| -16% | -$58.7K | 0.02% | 62 |
|
|
2022
Q2 | $373K | Sell |
3,949
-44
| -1% | -$4.16K | 0.02% | 59 |
|
|
2022
Q1 | $548K | Buy |
3,993
+1,248
| +45% | +$171K | 0.04% | 40 |
|
|
2021
Q4 | $425K | Buy |
2,745
+307
| +13% | +$47.5K | 0.03% | 83 |
|
|
2021
Q3 | $412K | Sell |
2,438
-3,863
| -61% | -$653K | 0.04% | 39 |
|
|
2021
Q2 | $1.11M | Buy |
6,301
+4,515
| +253% | +$794K | 0.11% | 16 |
|
|
2021
Q1 | $330K | Buy |
1,786
+356
| +25% | +$65.8K | 0.03% | 29 |
|
|
2020
Q4 | $259K | Buy |
+1,430
| New | +$259K | 0.04% | 34 |
|
|
2020
Q1 | – | Sell |
-2,637
| Closed | -$381K | – | 40 |
|
|
2019
Q4 | $381K | Buy |
+2,637
| New | +$381K | 0.16% | 27 |
|
|
2019
Q3 | – | Sell |
-1,715
| Closed | -$239K | – | 36 |
|
|
2019
Q2 | $239K | Buy |
+1,715
| New | +$239K | 0.08% | 48 |
|