HBC Financial Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $17K | Hold |
157
| – | – | 0.01% | 100 |
|
|
2024
Q3 | $14K | Buy |
157
+57
| +57% | +$5.08K | 0.01% | 109 |
|
|
2024
Q2 | $9K | Hold |
100
| – | – | 0.01% | 115 |
|
|
2024
Q1 | $11K | Sell |
100
-50
| -33% | -$5.5K | 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% | +$8K | 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% | -$33.2K | ﹤0.01% | 139 |
|
|
2022
Q1 | $53K | Buy |
465
+50
| +12% | +$5.7K | 0.04% | 58 |
|
|
2021
Q4 | $64K | Buy |
415
+280
| +207% | +$43.2K | 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% | -$187 | 0.02% | 99 |
|
|
2020
Q4 | $24K | Buy |
+136
| New | +$24K | 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% | +$11.8K | 0.01% | 103 |
|
|
2019
Q4 | $49K | Buy |
+335
| New | +$49K | 0.04% | 72 |
|