HF Advisory Group’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 | $1.58M | Sell |
12,745
-719
| -5% | -$89.2K | 0.62% | 58 |
|
|
2025
Q1 | $1.33M | Buy |
13,464
+10
| +0.1% | +$987 | 0.58% | 66 |
|
|
2024
Q4 | $1.5M | Buy |
13,454
+63
| +0.5% | +$7.02K | 0.69% | 53 |
|
|
2024
Q3 | $1.29M | Buy |
13,391
+2,662
| +25% | +$256K | 0.6% | 62 |
|
|
2024
Q2 | $1.07M | Buy |
10,729
+227
| +2% | +$22.5K | 0.55% | 67 |
|
|
2024
Q1 | $1.29M | Buy |
10,502
+256
| +2% | +$31.3K | 0.72% | 50 |
|
|
2023
Q4 | $925K | Buy |
10,246
+701
| +7% | +$63.3K | 0.59% | 62 |
|
|
2023
Q3 | $788K | Buy |
9,545
+601
| +7% | +$49.6K | 0.58% | 61 |
|
|
2023
Q2 | $799K | Buy |
8,944
+427
| +5% | +$38.1K | 0.63% | 61 |
|
|
2023
Q1 | $853K | Buy |
8,517
+51
| +0.6% | +$5.11K | 0.76% | 47 |
|
|
2022
Q4 | $735K | Buy |
+8,466
| New | +$735K | 0.74% | 51 |
|