HWA
HCR Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Buy |
19,794
+65
| +0.3% | +$8.06K | 0.29% | 59 |
|
|
2025
Q1 | $1.95M | Buy |
19,729
+35
| +0.2% | +$3.46K | 0.25% | 63 |
|
|
2024
Q4 | $2.19M | Buy |
19,694
+1,368
| +7% | +$152K | 0.27% | 60 |
|
|
2024
Q3 | $1.76M | Buy |
18,326
+365
| +2% | +$35.1K | 0.23% | 67 |
|
|
2024
Q2 | $1.78M | Sell |
17,961
-1,720
| -9% | -$171K | 0.25% | 63 |
|
|
2024
Q1 | $2.41M | Sell |
19,681
-3,925
| -17% | -$480K | 0.37% | 45 |
|
|
2023
Q4 | $2.13M | Buy |
23,606
+8,205
| +53% | +$741K | 0.34% | 54 |
|
|
2023
Q3 | $1.25M | Sell |
15,401
-1,066
| -6% | -$86.4K | 0.27% | 70 |
|
|
2023
Q2 | $1.47M | Sell |
16,467
-519
| -3% | -$46.3K | 0.27% | 69 |
|
|
2023
Q1 | $1.7M | Sell |
16,986
-982
| -5% | -$98.3K | 0.34% | 64 |
|
|
2022
Q4 | $1.56M | Buy |
17,968
+765
| +4% | +$66.5K | 0.33% | 66 |
|
|
2022
Q3 | $1.62M | Sell |
17,203
-513
| -3% | -$48.4K | 0.34% | 64 |
|
|
2022
Q2 | $1.67M | Sell |
17,716
-323
| -2% | -$30.5K | 0.34% | 65 |
|
|
2022
Q1 | $2.47M | Sell |
18,039
-518
| -3% | -$71K | 0.4% | 53 |
|
|
2021
Q4 | $2.87M | Sell |
18,557
-155
| -0.8% | -$24K | 0.45% | 50 |
|
|
2021
Q3 | $3.17M | Sell |
18,712
-111
| -0.6% | -$18.8K | 0.53% | 39 |
|
|
2021
Q2 | $3.31M | Sell |
18,823
-2,115
| -10% | -$372K | 0.57% | 35 |
|
|
2021
Q1 | $3.86M | Sell |
20,938
-11,633
| -36% | -$2.15M | 0.76% | 24 |
|
|
2020
Q4 | $5.9M | Buy |
32,571
+529
| +2% | +$95.8K | 1.24% | 12 |
|
|
2020
Q3 | $3.97M | Buy |
32,042
+267
| +0.8% | +$33.1K | 0.91% | 18 |
|
|
2020
Q2 | $3.59M | Sell |
31,775
-5,287
| -14% | -$597K | 0.84% | 19 |
|
|
2020
Q1 | $3.58M | Buy |
37,062
+6,054
| +20% | +$585K | 1.02% | 16 |
|
|
2019
Q4 | $4.49M | Buy |
31,008
+3,492
| +13% | +$505K | 1.09% | 14 |
|
|
2019
Q3 | $3.59M | Sell |
27,516
-1,708
| -6% | -$223K | 1.19% | 14 |
|
|
2019
Q2 | $4.08M | Buy |
29,224
+1,627
| +6% | +$227K | 1.16% | 14 |
|
|
2019
Q1 | $3.05M | Buy |
27,597
+536
| +2% | +$59.2K | 0.88% | 23 |
|
|
2018
Q4 | $2.97M | Sell |
27,061
-349
| -1% | -$38.3K | 0.96% | 18 |
|
|
2018
Q3 | $3.23M | Sell |
27,410
-19
| -0.1% | -$2.24K | 1.05% | 16 |
|
|
2018
Q2 | $2.89M | Buy |
27,429
+1,180
| +4% | +$124K | 0.95% | 20 |
|
|
2018
Q1 | $2.64M | Buy |
26,249
+261
| +1% | +$26.2K | 0.91% | 21 |
|
|
2017
Q4 | $2.79M | Sell |
25,988
-311
| -1% | -$33.4K | 0.98% | 21 |
|
|
2017
Q3 | $2.59M | Buy |
26,299
+1,079
| +4% | +$106K | 1.09% | 20 |
|
|
2017
Q2 | $2.68M | Buy |
25,220
+449
| +2% | +$47.7K | 1.32% | 17 |
|
|
2017
Q1 | $2.81M | Sell |
24,771
-413
| -2% | -$46.8K | 1.44% | 17 |
|
|
2016
Q4 | $2.63M | Buy |
+25,184
| New | +$2.63M | 1.39% | 17 |
|