HBC Financial Services’s Walt Disney DIS Stock Holding History

HBC Financial Services’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$17K	Hold	157	–	–	0.01%	100
2024 Q3	$14K	Buy	157 +57	+57%	+$5.24K	0.01%	109
2024 Q2	$9K	Hold	100	–	–	0.01%	115
2024 Q1	$11K	Sell	100 -50	-33%	-$5.22K	0.01%	106
2023 Q4	$13K	Hold	150	–	–	0.01%	104
2023 Q3	$12K	Hold	150	–	–	0.01%	109
2023 Q2	$12K	Buy	150 +100	+200%	+$9.47K	0.01%	102
2023 Q1	$5K	Hold	50	–	–	﹤0.01%	141
2022 Q4	$4K	Hold	50	–	–	﹤0.01%	127
2022 Q3	$4K	Hold	50	–	–	﹤0.01%	131
2022 Q2	$4K	Sell	50 -415	-89%	-$46.1K	﹤0.01%	139
2022 Q1	$53K	Buy	465 +50	+12%	+$7.23K	0.04%	58
2021 Q4	$64K	Buy	415 +280	+207%	+$45.2K	0.04%	48
2021 Q3	$24K	Hold	135	–	–	0.02%	84
2021 Q2	$23K	Hold	135	–	–	0.02%	99
2021 Q1	$25.3K	Sell	135 -1	-0.7%	-$184	0.02%	99
2020 Q4	$24K	Buy	+136	New	+$19.5K	0.02%	96
2020 Q3	–	Sell	-23,750	Closed	-$14K	–	171
2020 Q2	$14K	Hold	23,750	–	–	0.01%	102
2020 Q1	$12K	Buy	23,750 +23,415	+6,990%	+$2.96M	0.01%	103
2019 Q4	$49K	Buy	+335	New	+$46.8K	0.04%	72

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return