HHM Wealth Advisors’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 | $682K | Sell |
5,499
-43
| -0.8% | -$5.33K | 0.08% | 86 |
|
|
2025
Q1 | $547K | Sell |
5,542
-34
| -0.6% | -$3.36K | 0.07% | 99 |
|
|
2024
Q4 | $621K | Buy |
5,576
+3,863
| +226% | +$430K | 0.08% | 93 |
|
|
2024
Q3 | $165K | Sell |
1,713
-117
| -6% | -$11.3K | 0.02% | 198 |
|
|
2024
Q2 | $182K | Buy |
1,830
+116
| +7% | +$11.5K | 0.03% | 184 |
|
|
2024
Q1 | $210K | Buy |
1,714
+32
| +2% | +$3.92K | 0.03% | 141 |
|
|
2023
Q4 | $152K | Sell |
1,682
-94
| -5% | -$8.49K | 0.03% | 164 |
|
|
2023
Q3 | $144K | Sell |
1,776
-42
| -2% | -$3.4K | 0.03% | 161 |
|
|
2023
Q2 | $162K | Buy |
1,818
+34
| +2% | +$3.04K | 0.03% | 154 |
|
|
2023
Q1 | $179K | Sell |
1,784
-35
| -2% | -$3.51K | 0.04% | 138 |
|
|
2022
Q4 | $158K | Sell |
1,819
-520
| -22% | -$45.2K | 0.04% | 135 |
|
|
2022
Q3 | $221K | Sell |
2,339
-825
| -26% | -$78K | 0.06% | 98 |
|
|
2022
Q2 | $299K | Sell |
3,164
-1,305
| -29% | -$123K | 0.08% | 94 |
|
|
2022
Q1 | $613K | Buy |
4,469
+83
| +2% | +$11.4K | 0.14% | 62 |
|
|
2021
Q4 | $679K | Buy |
4,386
+532
| +14% | +$82.4K | 0.16% | 57 |
|
|
2021
Q3 | $652K | Buy |
3,854
+21
| +0.5% | +$3.55K | 0.18% | 55 |
|
|
2021
Q2 | $674K | Buy |
3,833
+403
| +12% | +$70.9K | 0.18% | 54 |
|
|
2021
Q1 | $633K | Buy |
3,430
+2
| +0.1% | +$369 | 0.2% | 48 |
|
|
2020
Q4 | $621K | Buy |
3,428
+481
| +16% | +$87.1K | 0.21% | 41 |
|
|
2020
Q3 | $366K | Buy |
2,947
+736
| +33% | +$91.4K | 0.15% | 56 |
|
|
2020
Q2 | $247K | Buy |
2,211
+70
| +3% | +$7.82K | 0.1% | 74 |
|
|
2020
Q1 | $207K | Sell |
2,141
-700
| -25% | -$67.7K | 0.1% | 75 |
|
|
2019
Q4 | $411K | Buy |
+2,841
| New | +$411K | 0.2% | 50 |
|