HFR 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
Q1 | – | Sell |
-1,802
| Closed | -$201K | – | 54 |
|
|
2024
Q4 | $201K | Buy |
+1,802
| New | +$201K | 0.05% | 52 |
|
|
2024
Q2 | – | Sell |
-1,740
| Closed | -$213K | – | 54 |
|
|
2024
Q1 | $213K | Buy |
+1,740
| New | +$213K | 0.05% | 52 |
|
|
2023
Q3 | – | Sell |
-2,493
| Closed | -$223K | – | 53 |
|
|
2023
Q2 | $223K | Hold |
2,493
| – | – | 0.06% | 52 |
|
|
2023
Q1 | $250K | Hold |
2,493
| – | – | 0.07% | 53 |
|
|
2022
Q4 | $217K | Sell |
2,493
-462
| -16% | -$40.2K | 0.06% | 58 |
|
|
2022
Q3 | $279K | Hold |
2,955
| – | – | 0.09% | 48 |
|
|
2022
Q2 | $279K | Sell |
2,955
-845
| -22% | -$79.8K | 0.08% | 49 |
|
|
2022
Q1 | $521K | Buy |
3,800
+300
| +9% | +$41.1K | 0.14% | 40 |
|
|
2021
Q4 | $542K | Hold |
3,500
| – | – | 0.14% | 41 |
|
|
2021
Q3 | $592K | Hold |
3,500
| – | – | 0.17% | 40 |
|
|
2021
Q2 | $615K | Buy |
+3,500
| New | +$615K | 0.19% | 40 |
|