HBK Sorce Advisory’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.24M | Sell |
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|
2025
Q2 | $3.78M | Sell |
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|
2025
Q1 | $3.66M | Sell |
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|
2024
Q4 | $4.17M | Sell |
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|
2024
Q3 | $3.65M | Sell |
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|
2024
Q2 | $4.06M | Sell |
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|
2024
Q1 | $5.14M | Buy |
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|
2023
Q4 | $3.62M | Buy |
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|
2023
Q3 | $2.76M | Buy |
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|
2023
Q2 | $2.88M | Sell |
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|
2023
Q1 | $4.02M | Sell |
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|
2022
Q4 | $6.16M | Buy |
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|
2022
Q3 | $3.69M | Buy |
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|
2022
Q2 | $2.74M | Buy |
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|
2022
Q1 | $3.94M | Sell |
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|
2021
Q4 | $5.16M | Buy |
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|
2021
Q3 | $5.42M | Buy |
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|
2021
Q2 | $5.63M | Buy |
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|
2021
Q1 | $5.31M | Sell |
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|
2020
Q4 | $5.4M | Sell |
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|
2020
Q3 | $4.06M | Sell |
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|
2020
Q2 | $4.28M | Buy |
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|
2020
Q1 | $3.36M | Buy |
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|
2019
Q4 | $4.52M | Sell |
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|
2019
Q3 | $4.12M | Buy |
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|
2019
Q2 | $4.32M | Buy |
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|
2019
Q1 | $3.13M | Buy |
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|
2018
Q4 | $2.87M | Buy |
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|
2018
Q3 | $2.96M | Buy |
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|
2018
Q2 | $2.49M | Buy |
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|
2018
Q1 | $2.27M | Sell |
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|
2017
Q4 | $2.49M | Buy |
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|
2017
Q3 | $1.85M | Sell |
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|
2017
Q2 | $2.13M | Buy |
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|
2017
Q1 | $2.17M | Sell |
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|
2016
Q4 | $2.01M | Hold |
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|
2016
Q3 | $1.79M | Buy |
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|
2016
Q2 | $1.74M | Buy |
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|
2016
Q1 | $1.57M | Buy |
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|
2015
Q4 | $1.04M | Buy |
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|
2015
Q3 | $974K | Buy |
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|
2015
Q2 | $1.07M | Sell |
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|
2015
Q1 | $1M | Buy |
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|
2014
Q4 | $745K | Sell |
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|
2014
Q3 | $748K | Buy |
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|
2014
Q2 | $705K | Buy |
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|
2014
Q1 | $574K | Buy |
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|
2013
Q4 | $500K | Buy |
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|
2013
Q3 | $420K | Sell |
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|
2013
Q2 | $824K | Buy |
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