HighMark 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
Q2 | $168K | Sell |
1,354
-92
| -6% | -$11.4K | 0.08% | 83 |
|
|
2025
Q1 | $143K | Buy |
1,446
+48
| +3% | +$4.74K | 0.08% | 73 |
|
|
2024
Q4 | $156K | Buy |
1,398
+10
| +0.7% | +$1.11K | 0.09% | 61 |
|
|
2024
Q3 | $133K | Sell |
1,388
-7
| -0.5% | -$673 | 0.07% | 87 |
|
|
2024
Q2 | $138K | Buy |
1,395
+18
| +1% | +$1.79K | 0.08% | 77 |
|
|
2024
Q1 | $171K | Buy |
1,377
+19
| +1% | +$2.37K | 0.11% | 68 |
|
|
2023
Q4 | $123K | Sell |
1,358
-121
| -8% | -$10.9K | 0.09% | 85 |
|
|
2023
Q3 | $120K | Buy |
1,479
+496
| +50% | +$40.2K | 0.1% | 70 |
|
|
2023
Q2 | $90.1K | Sell |
983
-286
| -23% | -$26.2K | 0.07% | 90 |
|
|
2023
Q1 | $127K | Buy |
1,269
+47
| +4% | +$4.71K | 0.1% | 84 |
|
|
2022
Q4 | $106K | Buy |
1,222
+13
| +1% | +$1.13K | 0.08% | 74 |
|
|
2022
Q3 | $114K | Buy |
1,209
+9
| +0.8% | +$849 | 0.1% | 64 |
|
|
2022
Q2 | $113K | Buy |
1,200
+7
| +0.6% | +$659 | 0.09% | 65 |
|
|
2022
Q1 | $164K | Buy |
1,193
+11
| +0.9% | +$1.51K | 0.11% | 60 |
|
|
2021
Q4 | $183K | Buy |
1,182
+4
| +0.3% | +$619 | 0.12% | 58 |
|
|
2021
Q3 | $199K | Sell |
1,178
-6
| -0.5% | -$1.01K | 0.15% | 49 |
|
|
2021
Q2 | $210K | Sell |
1,184
-27
| -2% | -$4.79K | 0.15% | 47 |
|
|
2021
Q1 | $223K | Buy |
1,211
+3
| +0.2% | +$552 | 0.18% | 44 |
|
|
2020
Q4 | $219K | Sell |
1,208
-6
| -0.5% | -$1.09K | 0.19% | 42 |
|
|
2020
Q3 | $151K | Hold |
1,214
| – | – | 0.14% | 51 |
|
|
2020
Q2 | $135K | Sell |
1,214
-81
| -6% | -$9.01K | 0.15% | 47 |
|
|
2020
Q1 | $125K | Sell |
1,295
-1
| -0.1% | -$97 | 0.15% | 40 |
|
|
2019
Q4 | $187K | Buy |
+1,296
| New | +$187K | 0.2% | 37 |
|