Hemington Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Sell |
5,377
-251
| -4% | -$31.1K | 0.1% | 68 |
|
|
2025
Q1 | $555K | Buy |
5,628
+105
| +2% | +$10.4K | 0.09% | 70 |
|
|
2024
Q4 | $614K | Sell |
5,523
-128
| -2% | -$14.2K | 0.15% | 63 |
|
|
2024
Q3 | $543K | Buy |
5,651
+1,313
| +30% | +$126K | 0.15% | 65 |
|
|
2024
Q2 | $430K | Buy |
4,338
+35
| +0.8% | +$3.47K | 0.15% | 77 |
|
|
2024
Q1 | $527K | Sell |
4,303
-1,910
| -31% | -$234K | 0.19% | 65 |
|
|
2023
Q4 | $561K | Buy |
6,213
+925
| +17% | +$83.5K | 0.22% | 60 |
|
|
2023
Q3 | $428K | Sell |
5,288
-119
| -2% | -$9.63K | 0.2% | 60 |
|
|
2023
Q2 | $482K | Sell |
5,407
-1,105
| -17% | -$98.5K | 0.2% | 59 |
|
|
2023
Q1 | $652K | Buy |
6,512
+64
| +1% | +$6.41K | 0.26% | 41 |
|
|
2022
Q4 | $560K | Sell |
6,448
-689
| -10% | -$59.8K | 0.24% | 44 |
|
|
2022
Q3 | $673K | Sell |
7,137
-164
| -2% | -$15.5K | 0.29% | 42 |
|
|
2022
Q2 | $689K | Sell |
7,301
-165
| -2% | -$15.6K | 0.27% | 42 |
|
|
2022
Q1 | $1.02M | Buy |
7,466
+672
| +10% | +$92.2K | 0.34% | 38 |
|
|
2021
Q4 | $1.23M | Buy |
6,794
+277
| +4% | +$50.2K | 0.57% | 26 |
|
|
2021
Q3 | $1.1M | Sell |
6,517
-393
| -6% | -$66.5K | 0.41% | 32 |
|
|
2021
Q2 | $1.22M | Buy |
6,910
+151
| +2% | +$26.6K | 0.52% | 28 |
|
|
2021
Q1 | $1.25M | Sell |
6,759
-35
| -0.5% | -$6.46K | 0.53% | 29 |
|
|
2020
Q4 | $1.23M | Buy |
+6,794
| New | +$1.23M | 0.57% | 26 |
|