HNW
High Note Wealth’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
2,639
-95
| -3% | -$11.8K | 0.07% | 91 |
|
|
2025
Q1 | $270K | Buy |
2,734
+10
| +0.4% | +$987 | 0.07% | 87 |
|
|
2024
Q4 | $303K | Sell |
2,724
-12
| -0.4% | -$1.34K | 0.08% | 85 |
|
|
2024
Q3 | $263K | Buy |
2,736
+11
| +0.4% | +$1.06K | 0.08% | 88 |
|
|
2024
Q2 | $271K | Buy |
2,725
+4
| +0.1% | +$397 | 0.08% | 85 |
|
|
2024
Q1 | $333K | Sell |
2,721
-1
| -0% | -$122 | 0.11% | 80 |
|
|
2023
Q4 | $246K | Sell |
2,722
-123
| -4% | -$11.1K | 0.09% | 85 |
|
|
2023
Q3 | $231K | Buy |
2,845
+35
| +1% | +$2.84K | 0.1% | 86 |
|
|
2023
Q2 | $251K | Buy |
2,810
+3
| +0.1% | +$268 | 0.1% | 83 |
|
|
2023
Q1 | $281K | Buy |
2,807
+35
| +1% | +$3.51K | 0.12% | 80 |
|
|
2022
Q4 | $241K | Sell |
2,772
-1,085
| -28% | -$94.3K | 0.1% | 82 |
|
|
2022
Q3 | $403K | Buy |
3,857
+121
| +3% | +$12.6K | 0.16% | 69 |
|
|
2022
Q2 | $353K | Sell |
3,736
-12,652
| -77% | -$1.2M | 0.14% | 76 |
|
|
2022
Q1 | $2.25M | Buy |
16,388
+2,509
| +18% | +$344K | 0.79% | 41 |
|
|
2021
Q4 | $2.16M | Buy |
13,879
+11,793
| +565% | +$1.83M | 0.73% | 41 |
|
|
2021
Q3 | $352K | Hold |
2,086
| – | – | 0.13% | 69 |
|
|
2021
Q2 | $366K | Sell |
2,086
-95
| -4% | -$16.7K | 0.13% | 67 |
|
|
2021
Q1 | $402K | Hold |
2,181
| – | – | 0.16% | 69 |
|
|
2020
Q4 | $395K | Buy |
+2,181
| New | +$395K | 0.17% | 67 |
|