Hilltop 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 | $219K | Buy |
+1,770
| New | +$219K | 0.12% | 48 |
|
|
2025
Q1 | – | Sell |
-2,389
| Closed | -$266K | – | 53 |
|
|
2024
Q4 | $266K | Buy |
2,389
+24
| +1% | +$2.67K | 0.13% | 39 |
|
|
2024
Q3 | $227K | Buy |
2,365
+10
| +0.4% | +$962 | 0.11% | 50 |
|
|
2024
Q2 | $234K | Buy |
2,355
+21
| +0.9% | +$2.09K | 0.12% | 44 |
|
|
2024
Q1 | $286K | Sell |
2,334
-90
| -4% | -$11K | 0.15% | 40 |
|
|
2023
Q4 | $219K | Buy |
+2,424
| New | +$219K | 0.12% | 38 |
|
|
2023
Q3 | – | Sell |
-2,406
| Closed | -$215K | – | 37 |
|
|
2023
Q2 | $215K | Buy |
2,406
+108
| +5% | +$9.64K | 0.16% | 35 |
|
|
2023
Q1 | $230K | Buy |
+2,298
| New | +$230K | 0.19% | 30 |
|
|
2022
Q4 | – | Sell |
-2,298
| Closed | -$217K | – | 40 |
|
|
2022
Q3 | $217K | Hold |
2,298
| – | – | 0.22% | 33 |
|
|
2022
Q2 | $217K | Hold |
2,298
| – | – | 0.21% | 29 |
|
|
2022
Q1 | $315K | Hold |
2,298
| – | – | 0.27% | 22 |
|
|
2021
Q4 | $356K | Hold |
2,298
| – | – | 0.25% | 27 |
|
|
2021
Q3 | $389K | Hold |
2,298
| – | – | 0.27% | 24 |
|
|
2021
Q2 | $404K | Hold |
2,298
| – | – | 0.29% | 23 |
|
|
2021
Q1 | $424K | Sell |
2,298
-600
| -21% | -$111K | 0.32% | 21 |
|
|
2020
Q4 | $525K | Hold |
2,898
| – | – | 0.47% | 16 |
|
|
2020
Q3 | $360K | Hold |
2,898
| – | – | 0.36% | 18 |
|
|
2020
Q2 | $323K | Hold |
2,898
| – | – | 0.35% | 19 |
|
|
2020
Q1 | $280K | Hold |
2,898
| – | – | 0.34% | 18 |
|
|
2019
Q4 | $419K | Buy |
+2,898
| New | +$419K | 0.43% | 16 |
|