HFR Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $201K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $213K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $223K | Hold |
|
|||||
|
2023
Q1 | $250K | Hold |
|
|||||
|
2022
Q4 | $217K | Sell |
|
|||||
|
2022
Q3 | $279K | Hold |
|
|||||
|
2022
Q2 | $279K | Sell |
|
|||||
|
2022
Q1 | $521K | Buy |
|
|||||
|
2021
Q4 | $542K | Hold |
|
|||||
|
2021
Q3 | $592K | Hold |
|
|||||
|
2021
Q2 | $615K | Buy |
|