Hixon Zuercher’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 | $3.01M | Buy |
24,267
+298
| +1% | +$37K | 0.97% | 39 |
|
|
2025
Q1 | $2.37M | Buy |
23,969
+833
| +4% | +$82.2K | 0.83% | 44 |
|
|
2024
Q4 | $2.58M | Buy |
23,136
+513
| +2% | +$57.1K | 0.99% | 37 |
|
|
2024
Q3 | $2.18M | Buy |
22,623
+244
| +1% | +$23.5K | 0.85% | 44 |
|
|
2024
Q2 | $2.22M | Sell |
22,379
-670
| -3% | -$66.5K | 0.94% | 40 |
|
|
2024
Q1 | $2.82M | Buy |
23,049
+19,747
| +598% | +$2.42M | 1.19% | 36 |
|
|
2023
Q4 | $298K | Hold |
3,302
| – | – | 0.14% | 58 |
|
|
2023
Q3 | $268K | Sell |
3,302
-25
| -0.8% | -$2.03K | 0.14% | 54 |
|
|
2023
Q2 | $297K | Hold |
3,327
| – | – | 0.15% | 57 |
|
|
2023
Q1 | $333K | Hold |
3,327
| – | – | 0.2% | 50 |
|
|
2022
Q4 | $289K | Sell |
3,327
-1,216
| -27% | -$106K | 0.18% | 54 |
|
|
2022
Q3 | $429K | Buy |
4,543
+25
| +0.6% | +$2.36K | 0.27% | 49 |
|
|
2022
Q2 | $426K | Sell |
4,518
-105
| -2% | -$9.9K | 0.28% | 47 |
|
|
2022
Q1 | $634K | Buy |
4,623
+5
| +0.1% | +$686 | 0.34% | 46 |
|
|
2021
Q4 | $715K | Buy |
4,618
+100
| +2% | +$15.5K | 0.36% | 48 |
|
|
2021
Q3 | $764K | Hold |
4,518
| – | – | 0.45% | 45 |
|
|
2021
Q2 | $794K | Buy |
4,518
+6
| +0.1% | +$1.05K | 0.48% | 45 |
|
|
2021
Q1 | $833K | Hold |
4,512
| – | – | 0.55% | 44 |
|
|
2020
Q4 | $817K | Hold |
4,512
| – | – | 0.57% | 44 |
|
|
2020
Q3 | $560K | Hold |
4,512
| – | – | 0.43% | 46 |
|
|
2020
Q2 | $503K | Sell |
4,512
-57
| -1% | -$6.35K | 0.43% | 45 |
|
|
2020
Q1 | $441K | Sell |
4,569
-29,452
| -87% | -$2.84M | 0.64% | 28 |
|
|
2019
Q4 | $4.92M | Buy |
+34,021
| New | +$4.92M | 4.68% | 2 |
|