HAM
Hedges Asset Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Sell |
6,050
-4,200
| -41% | -$521K | 0.6% | 60 |
|
|
2025
Q1 | $1.01M | Hold |
10,250
| – | – | 0.66% | 54 |
|
|
2024
Q4 | $1.14M | Sell |
10,250
-200
| -2% | -$22.3K | 0.75% | 47 |
|
|
2024
Q3 | $1.01M | Buy |
10,450
+1,250
| +14% | +$120K | 0.67% | 53 |
|
|
2024
Q2 | $913K | Buy |
9,200
+675
| +8% | +$67K | 0.66% | 52 |
|
|
2024
Q1 | $1.04M | Buy |
8,525
+275
| +3% | +$33.6K | 0.73% | 46 |
|
|
2023
Q4 | $745K | Buy |
8,250
+200
| +2% | +$18.1K | 0.58% | 51 |
|
|
2023
Q3 | $652K | Buy |
8,050
+2,390
| +42% | +$194K | 0.57% | 54 |
|
|
2023
Q2 | $505K | Hold |
5,660
| – | – | 0.43% | 65 |
|
|
2023
Q1 | $567K | Buy |
5,660
+1,000
| +21% | +$100K | 0.48% | 59 |
|
|
2022
Q4 | $405K | Buy |
+4,660
| New | +$405K | 0.36% | 70 |
|