Hedeker Wealth’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,666
| Closed | -$854K | – | 90 |
|
|
2024
Q4 | $854K | Sell |
7,666
-294
| -4% | -$32.7K | 0.21% | 75 |
|
|
2024
Q3 | $766K | Sell |
7,960
-240
| -3% | -$23.1K | 0.2% | 71 |
|
|
2024
Q2 | $814K | Sell |
8,200
-8,755
| -52% | -$869K | 0.24% | 71 |
|
|
2024
Q1 | $2.07M | Sell |
16,955
-4,177
| -20% | -$511K | 0.6% | 53 |
|
|
2023
Q4 | $1.91M | Sell |
21,132
-8,719
| -29% | -$787K | 0.6% | 52 |
|
|
2023
Q3 | $2.42M | Sell |
29,851
-4,318
| -13% | -$350K | 0.84% | 45 |
|
|
2023
Q2 | $3.05M | Sell |
34,169
-1,550
| -4% | -$138K | 1.02% | 40 |
|
|
2023
Q1 | $3.58M | Buy |
35,719
+17,059
| +91% | +$1.71M | 1.27% | 31 |
|
|
2022
Q4 | $1.62M | Sell |
18,660
-27,139
| -59% | -$2.36M | 0.61% | 65 |
|
|
2022
Q3 | $4.32M | Buy |
45,799
+20,051
| +78% | +$1.89M | 1.68% | 19 |
|
|
2022
Q2 | $2.63M | Sell |
25,748
-9,366
| -27% | -$957K | 0.91% | 39 |
|
|
2022
Q1 | $4.82M | Buy |
+35,114
| New | +$4.82M | 1.46% | 29 |
|
|
2016
Q4 | – | Sell |
-129
| Closed | -$1.4K | – | 128 |
|
|
2016
Q3 | $1.4K | Sell |
129
-5,353
| -98% | -$58K | 0.07% | 93 |
|
|
2016
Q2 | $536K | Sell |
5,482
-11,154
| -67% | -$1.09M | 0.47% | 75 |
|
|
2016
Q1 | $1.65M | Sell |
16,636
-107
| -0.6% | -$10.6K | 1.55% | 29 |
|
|
2015
Q4 | $1.76M | Sell |
16,743
-6,384
| -28% | -$671K | 1.56% | 23 |
|
|
2015
Q3 | $2.36M | Sell |
23,127
-722
| -3% | -$73.8K | 2.06% | 14 |
|
|
2015
Q2 | $2.72M | Sell |
23,849
-290
| -1% | -$33.1K | 2.19% | 13 |
|
|
2015
Q1 | $2.63M | Sell |
24,139
-1,355
| -5% | -$148K | 2.18% | 13 |
|
|
2014
Q4 | $2.4M | Buy |
+25,494
| New | +$2.4M | 1.94% | 18 |
|