HPIA
Hamilton Point Investment Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,819
| Closed | -$282K | – | 79 |
|
|
2021
Q4 | $282K | Hold |
1,819
| – | – | 0.07% | 75 |
|
|
2021
Q3 | $308K | Hold |
1,819
| – | – | 0.08% | 69 |
|
|
2021
Q2 | $320K | Hold |
1,819
| – | – | 0.09% | 66 |
|
|
2021
Q1 | $336K | Hold |
1,819
| – | – | 0.1% | 64 |
|
|
2020
Q4 | $330K | Hold |
1,819
| – | – | 0.1% | 62 |
|
|
2020
Q3 | $226K | Hold |
1,819
| – | – | 0.08% | 67 |
|
|
2020
Q2 | $203K | Buy |
+1,819
| New | +$203K | 0.08% | 66 |
|
|
2020
Q1 | – | Sell |
-1,992
| Closed | -$290K | – | 69 |
|
|
2019
Q4 | $290K | Hold |
1,992
| – | – | 0.11% | 64 |
|
|
2019
Q3 | $260K | Hold |
1,992
| – | – | 0.11% | 66 |
|
|
2019
Q2 | $278K | Buy |
1,992
+159
| +9% | +$22.2K | 0.12% | 67 |
|
|
2019
Q1 | $204K | Hold |
1,833
| – | – | 0.09% | 72 |
|
|
2018
Q4 | $203K | Buy |
+1,833
| New | +$203K | 0.1% | 71 |
|