Hardy Reed’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 | $1.24M | Sell |
10,024
-713
| -7% | -$88.4K | 0.1% | 90 |
|
|
2025
Q1 | $1.06M | Buy |
10,737
+1,769
| +20% | +$175K | 0.09% | 91 |
|
|
2024
Q4 | $999K | Buy |
8,968
+52
| +0.6% | +$5.79K | 0.09% | 92 |
|
|
2024
Q3 | $858K | Sell |
8,916
-51
| -0.6% | -$4.91K | 0.08% | 98 |
|
|
2024
Q2 | $890K | Buy |
8,967
+2,334
| +35% | +$232K | 0.09% | 95 |
|
|
2024
Q1 | $812K | Buy |
6,633
+1,580
| +31% | +$193K | 0.1% | 52 |
|
|
2023
Q4 | $456K | Sell |
5,053
-1,714
| -25% | -$155K | 0.06% | 73 |
|
|
2023
Q3 | $548K | Sell |
6,767
-359
| -5% | -$29.1K | 0.1% | 55 |
|
|
2023
Q2 | $636K | Sell |
7,126
-113
| -2% | -$10.1K | 0.11% | 47 |
|
|
2023
Q1 | $725K | Buy |
7,239
+463
| +7% | +$46.4K | 0.13% | 47 |
|
|
2022
Q4 | $589K | Hold |
6,776
| – | – | 0.11% | 53 |
|
|
2022
Q3 | $639K | Hold |
6,776
| – | – | 0.14% | 41 |
|
|
2022
Q2 | $640K | Buy |
6,776
+13
| +0.2% | +$1.23K | 0.14% | 39 |
|
|
2022
Q1 | $928K | Sell |
6,763
-30
| -0.4% | -$4.12K | 0.17% | 30 |
|
|
2021
Q4 | $1.05M | Buy |
6,793
+114
| +2% | +$17.7K | 0.17% | 34 |
|
|
2021
Q3 | $1.13M | Sell |
6,679
-216
| -3% | -$36.5K | 0.2% | 34 |
|
|
2021
Q2 | $1.21M | Sell |
6,895
-15
| -0.2% | -$2.64K | 0.22% | 33 |
|
|
2021
Q1 | $1.28M | Sell |
6,910
-15
| -0.2% | -$2.77K | 0.24% | 31 |
|
|
2020
Q4 | $1.26M | Sell |
6,925
-172
| -2% | -$31.2K | 0.26% | 30 |
|
|
2020
Q3 | $881K | Buy |
7,097
+774
| +12% | +$96.1K | 0.22% | 35 |
|
|
2020
Q2 | $705K | Buy |
6,323
+37
| +0.6% | +$4.13K | 0.25% | 38 |
|
|
2020
Q1 | $607K | Buy |
6,286
+1,165
| +23% | +$112K | 0.28% | 37 |
|
|
2019
Q4 | $741K | Buy |
5,121
+113
| +2% | +$16.4K | 0.28% | 34 |
|
|
2019
Q3 | $653K | Hold |
5,008
| – | – | 0.26% | 34 |
|
|
2019
Q2 | $699K | Sell |
5,008
-116
| -2% | -$16.2K | 0.27% | 33 |
|
|
2019
Q1 | $569K | Hold |
5,124
| – | – | 0.21% | 36 |
|
|
2018
Q4 | $562K | Buy |
+5,124
| New | +$562K | 0.23% | 33 |
|