HNWAG
High Net Worth Advisory Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Sell |
4,685
-2,418
| -34% | -$300K | 0.15% | 122 |
|
|
2025
Q1 | $701K | Buy |
7,103
+1
| +0% | +$99 | 0.2% | 103 |
|
|
2024
Q4 | $791K | Buy |
7,102
+2,315
| +48% | +$258K | 0.22% | 97 |
|
|
2024
Q3 | $461K | Sell |
4,787
-150
| -3% | -$14.4K | 0.13% | 132 |
|
|
2024
Q2 | $490K | Buy |
4,937
+19
| +0.4% | +$1.89K | 0.15% | 118 |
|
|
2024
Q1 | $602K | Sell |
4,918
-19
| -0.4% | -$2.33K | 0.19% | 108 |
|
|
2023
Q4 | $446K | Sell |
4,937
-399
| -7% | -$36K | 0.17% | 119 |
|
|
2023
Q3 | $432K | Buy |
5,336
+118
| +2% | +$9.56K | 0.17% | 115 |
|
|
2023
Q2 | $466K | Buy |
5,218
+455
| +10% | +$40.6K | 0.18% | 116 |
|
|
2023
Q1 | $477K | Sell |
4,763
-94
| -2% | -$9.41K | 0.19% | 108 |
|
|
2022
Q4 | $422K | Buy |
4,857
+41
| +0.9% | +$3.56K | 0.16% | 119 |
|
|
2022
Q3 | $454K | Sell |
4,816
-2,822
| -37% | -$266K | 0.19% | 106 |
|
|
2022
Q2 | $721K | Buy |
7,638
+1,901
| +33% | +$179K | 0.3% | 83 |
|
|
2022
Q1 | $787K | Buy |
5,737
+474
| +9% | +$65K | 0.29% | 81 |
|
|
2021
Q4 | $815K | Buy |
+5,263
| New | +$815K | 0.28% | 72 |
|