HFM
Hartford Financial Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.51M | Sell |
36,337
-3,628
| -9% | -$450K | 1.23% | 23 |
|
|
2025
Q1 | $3.94M | Sell |
39,965
-972
| -2% | -$95.9K | 0.81% | 41 |
|
|
2024
Q4 | $4.56M | Sell |
40,937
-5,849
| -13% | -$651K | 0.93% | 37 |
|
|
2024
Q3 | $4.5M | Buy |
46,786
+5,445
| +13% | +$524K | 0.92% | 36 |
|
|
2024
Q2 | $4.1M | Sell |
41,341
-1,222
| -3% | -$121K | 0.88% | 36 |
|
|
2024
Q1 | $5.21M | Sell |
42,563
-142
| -0.3% | -$17.4K | 1.1% | 29 |
|
|
2023
Q4 | $3.86M | Buy |
42,705
+494
| +1% | +$44.6K | 0.87% | 36 |
|
|
2023
Q3 | $3.42M | Buy |
42,211
+47
| +0.1% | +$3.81K | 0.87% | 36 |
|
|
2023
Q2 | $3.76M | Buy |
42,164
+1,069
| +3% | +$95.4K | 0.93% | 34 |
|
|
2023
Q1 | $4.11M | Sell |
41,095
-581
| -1% | -$58.2K | 1.06% | 29 |
|
|
2022
Q4 | $3.62M | Sell |
41,676
-3,572
| -8% | -$310K | 0.96% | 36 |
|
|
2022
Q3 | $4.27M | Buy |
45,248
+52
| +0.1% | +$4.91K | 1.25% | 21 |
|
|
2022
Q2 | $4.27M | Buy |
45,196
+282
| +0.6% | +$26.6K | 1.18% | 25 |
|
|
2022
Q1 | $6.16M | Buy |
44,914
+274
| +0.6% | +$37.6K | 1.49% | 12 |
|
|
2021
Q4 | $6.91M | Buy |
44,640
+740
| +2% | +$115K | 1.61% | 11 |
|
|
2021
Q3 | $7.43M | Sell |
43,900
-218
| -0.5% | -$36.9K | 1.89% | 8 |
|
|
2021
Q2 | $7.76M | Sell |
44,118
-103
| -0.2% | -$18.1K | 1.92% | 7 |
|
|
2021
Q1 | $8.16M | Sell |
44,221
-1,523
| -3% | -$281K | 2.02% | 7 |
|
|
2020
Q4 | $8.29M | Sell |
45,744
-427
| -0.9% | -$77.4K | 2.2% | 6 |
|
|
2020
Q3 | $5.73M | Buy |
46,171
+441
| +1% | +$54.7K | 1.7% | 12 |
|
|
2020
Q2 | $5.1M | Buy |
45,730
+6,733
| +17% | +$751K | 1.63% | 12 |
|
|
2020
Q1 | $3.77M | Sell |
38,997
-3,377
| -8% | -$326K | 1.51% | 18 |
|
|
2019
Q4 | $6.13M | Sell |
42,374
-1,554
| -4% | -$225K | 1.92% | 9 |
|
|
2019
Q3 | $5.73M | Sell |
43,928
-670
| -2% | -$87.3K | 1.91% | 7 |
|
|
2019
Q2 | $6.23M | Sell |
44,598
-161
| -0.4% | -$22.5K | 2.08% | 7 |
|
|
2019
Q1 | $4.97M | Buy |
44,759
+11,164
| +33% | +$1.24M | 1.7% | 11 |
|
|
2018
Q4 | $3.68M | Buy |
33,595
+1,026
| +3% | +$113K | 1.41% | 16 |
|
|
2018
Q3 | $3.81M | Buy |
32,569
+94
| +0.3% | +$11K | 1.29% | 20 |
|
|
2018
Q2 | $3.4M | Sell |
32,475
-208
| -0.6% | -$21.8K | 1.21% | 24 |
|
|
2018
Q1 | $3.28M | Sell |
32,683
-83
| -0.3% | -$8.34K | 1.66% | 13 |
|
|
2017
Q4 | $3.52M | Sell |
32,766
-3,427
| -9% | -$368K | 1.73% | 12 |
|
|
2017
Q3 | $3.57M | Sell |
36,193
-2,334
| -6% | -$230K | 1.81% | 11 |
|
|
2017
Q2 | $4.09M | Hold |
38,527
| – | – | 1.84% | 11 |
|
|
2017
Q1 | $4.37M | Buy |
38,527
+1
| +0% | +$113 | 2.63% | 4 |
|
|
2016
Q4 | $4.02M | Sell |
38,526
-47
| -0.1% | -$4.9K | 2.38% | 8 |
|
|
2016
Q3 | $3.58M | Buy |
38,573
+101
| +0.3% | +$9.38K | 2.18% | 8 |
|
|
2016
Q2 | $3.76M | Sell |
38,472
-100
| -0.3% | -$9.78K | 2.26% | 7 |
|
|
2016
Q1 | $3.83M | Buy |
38,572
+101
| +0.3% | +$10K | 2.38% | 7 |
|
|
2015
Q4 | $4.04M | Sell |
38,471
-949
| -2% | -$99.7K | 2.52% | 7 |
|
|
2015
Q3 | $4.03M | Sell |
39,420
-374
| -0.9% | -$38.2K | 2.69% | 4 |
|
|
2015
Q2 | $4.54M | Sell |
39,794
-335
| -0.8% | -$38.2K | 2.65% | 5 |
|
|
2015
Q1 | $4.21M | Sell |
40,129
-168
| -0.4% | -$17.6K | 2.59% | 5 |
|
|
2014
Q4 | $3.8M | Sell |
40,297
-359
| -0.9% | -$33.8K | 2.34% | 5 |
|
|
2014
Q3 | $3.62M | Sell |
40,656
-383
| -0.9% | -$34.1K | 2.17% | 5 |
|
|
2014
Q2 | $3.52M | Buy |
41,039
+67
| +0.2% | +$5.74K | 2.13% | 5 |
|
|
2014
Q1 | $3.28M | Buy |
40,972
+230
| +0.6% | +$18.4K | 2.15% | 8 |
|
|
2013
Q4 | $3.11M | Sell |
40,742
-250
| -0.6% | -$19.1K | 2.02% | 10 |
|
|
2013
Q3 | $2.64M | Buy |
40,992
+475
| +1% | +$30.6K | 1.82% | 15 |
|
|
2013
Q2 | $2.56M | Buy |
+40,517
| New | +$2.56M | 1.77% | 14 |
|