HCR Wealth Advisors’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 | $2.24M | Buy |
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|
2025
Q2 | $2.45M | Buy |
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|
2025
Q1 | $1.95M | Buy |
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|
2024
Q4 | $2.19M | Buy |
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|
2024
Q3 | $1.76M | Buy |
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|
2024
Q2 | $1.78M | Sell |
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|
2024
Q1 | $2.41M | Sell |
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|
2023
Q4 | $2.13M | Buy |
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $1.47M | Sell |
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|
2023
Q1 | $1.7M | Sell |
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|
2022
Q4 | $1.56M | Buy |
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|
2022
Q3 | $1.62M | Sell |
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|
2022
Q2 | $1.67M | Sell |
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|
2022
Q1 | $2.47M | Sell |
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|
2021
Q4 | $2.87M | Sell |
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|
2021
Q3 | $3.17M | Sell |
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|
2021
Q2 | $3.31M | Sell |
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|
2021
Q1 | $3.86M | Sell |
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|
2020
Q4 | $5.9M | Buy |
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|
2020
Q3 | $3.97M | Buy |
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|
2020
Q2 | $3.59M | Sell |
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|
2020
Q1 | $3.58M | Buy |
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|
2019
Q4 | $4.49M | Buy |
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|
2019
Q3 | $3.59M | Sell |
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|
2019
Q2 | $4.08M | Buy |
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|
2019
Q1 | $3.05M | Buy |
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|
2018
Q4 | $2.97M | Sell |
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|
2018
Q3 | $3.23M | Sell |
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|
2018
Q2 | $2.89M | Buy |
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|
2018
Q1 | $2.64M | Buy |
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|
2017
Q4 | $2.79M | Sell |
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|
2017
Q3 | $2.59M | Buy |
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|
2017
Q2 | $2.68M | Buy |
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|
2017
Q1 | $2.81M | Sell |
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|
2016
Q4 | $2.63M | Buy |
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