HKIM
Hayek Kallen Investment Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
12,163
+1,845
| +18% | +$229K | 0.51% | 44 |
|
|
2025
Q1 | $1.02M | Sell |
10,318
-446
| -4% | -$44K | 0.37% | 49 |
|
|
2024
Q4 | $1.2M | Sell |
10,764
-50
| -0.5% | -$5.57K | 0.44% | 46 |
|
|
2024
Q3 | $1.04M | Buy |
10,814
+6
| +0.1% | +$577 | 0.37% | 50 |
|
|
2024
Q2 | $1.07M | Sell |
10,808
-200
| -2% | -$19.9K | 0.4% | 48 |
|
|
2024
Q1 | $1.35M | Buy |
11,008
+3
| +0% | +$367 | 0.52% | 46 |
|
|
2023
Q4 | $994K | Sell |
11,005
-350
| -3% | -$31.6K | 0.42% | 46 |
|
|
2023
Q3 | $920K | Buy |
11,355
+1,980
| +21% | +$160K | 0.41% | 47 |
|
|
2023
Q2 | $837K | Buy |
9,375
+570
| +6% | +$50.9K | 0.36% | 50 |
|
|
2023
Q1 | $882K | Buy |
8,805
+520
| +6% | +$52.1K | 0.4% | 49 |
|
|
2022
Q4 | $720K | Buy |
8,285
+40
| +0.5% | +$3.48K | 0.33% | 54 |
|
|
2022
Q3 | $778K | Buy |
8,245
+400
| +5% | +$37.7K | 0.37% | 51 |
|
|
2022
Q2 | $741K | Sell |
7,845
-275
| -3% | -$26K | 0.32% | 53 |
|
|
2022
Q1 | $1.11M | Buy |
8,120
+90
| +1% | +$12.3K | 0.41% | 52 |
|
|
2021
Q4 | $1.24M | Buy |
8,030
+520
| +7% | +$80.6K | 0.44% | 50 |
|
|
2021
Q3 | $1.27M | Buy |
7,510
+43
| +0.6% | +$7.27K | 0.58% | 44 |
|
|
2021
Q2 | $1.31M | Hold |
7,467
| – | – | 0.55% | 47 |
|
|
2021
Q1 | $1.38M | Hold |
7,467
| – | – | 0.62% | 46 |
|
|
2020
Q4 | $1.35M | Buy |
7,467
+55
| +0.7% | +$9.97K | 0.65% | 44 |
|
|
2020
Q3 | $920K | Buy |
7,412
+305
| +4% | +$37.9K | 0.51% | 44 |
|
|
2020
Q2 | $793K | Buy |
7,107
+750
| +12% | +$83.7K | 0.45% | 48 |
|
|
2020
Q1 | $614K | Buy |
+6,357
| New | +$614K | 0.41% | 46 |
|