HFA
HC Financial Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.33M | Sell |
24,664
-850
| -3% | -$80.2K | 1.56% | 24 |
|
|
2022
Q1 | $3.5M | Sell |
25,514
-478
| -2% | -$65.6K | 2.08% | 10 |
|
|
2021
Q4 | $4.03M | Sell |
25,992
-269
| -1% | -$41.7K | 2.24% | 9 |
|
|
2021
Q3 | $4.44M | Sell |
26,261
-415
| -2% | -$70.2K | 2.67% | 9 |
|
|
2021
Q2 | $4.69M | Sell |
26,676
-995
| -4% | -$175K | 2.73% | 8 |
|
|
2021
Q1 | $5.11M | Sell |
27,671
-2,020
| -7% | -$373K | 3.11% | 6 |
|
|
2020
Q4 | $5.38M | Sell |
29,691
-990
| -3% | -$179K | 3.45% | 4 |
|
|
2020
Q3 | $3.81M | Sell |
30,681
-583
| -2% | -$72.3K | 2.73% | 6 |
|
|
2020
Q2 | $3.49M | Sell |
31,264
-148
| -0.5% | -$16.5K | 2.72% | 6 |
|
|
2020
Q1 | $3.03M | Buy |
31,412
+2,678
| +9% | +$259K | 2.71% | 5 |
|
|
2019
Q4 | $4.16M | Sell |
28,734
-266
| -0.9% | -$38.5K | 3.27% | 5 |
|
|
2019
Q3 | $3.78M | Sell |
29,000
-785
| -3% | -$102K | 3.24% | 5 |
|
|
2019
Q2 | $4.16M | Sell |
29,785
-731
| -2% | -$102K | 4.15% | 5 |
|
|
2019
Q1 | $3.39M | Buy |
+30,516
| New | +$3.39M | 3.55% | 7 |
|
|
2018
Q4 | – | Sell |
-32,000
| Closed | -$3.74M | – | 29 |
|
|
2018
Q3 | $3.74M | Buy |
32,000
+3,495
| +12% | +$409K | 3.31% | 6 |
|
|
2018
Q2 | $2.99M | Buy |
28,505
+2,446
| +9% | +$256K | 2.91% | 7 |
|
|
2018
Q1 | $2.62M | Buy |
26,059
+47
| +0.2% | +$4.72K | 2.58% | 8 |
|
|
2017
Q4 | $2.8M | Buy |
+26,012
| New | +$2.8M | 2.7% | 7 |
|