Hobart Private Capital’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 | $463K | Buy |
+3,731
| New | +$463K | 0.11% | 82 |
|
|
2021
Q2 | – | Sell |
-1,659
| Closed | -$306K | – | 132 |
|
|
2021
Q1 | $306K | Hold |
1,659
| – | – | 0.13% | 108 |
|
|
2020
Q4 | $301K | Sell |
1,659
-476
| -22% | -$86.3K | 0.13% | 120 |
|
|
2020
Q3 | $265K | Buy |
2,135
+98
| +5% | +$12.2K | 0.14% | 126 |
|
|
2020
Q2 | $227K | Sell |
2,037
-1,775
| -47% | -$198K | 0.13% | 138 |
|
|
2020
Q1 | $368K | Sell |
3,812
-1,281
| -25% | -$124K | 0.25% | 100 |
|
|
2019
Q4 | $737K | Buy |
5,093
+497
| +11% | +$71.9K | 0.45% | 56 |
|
|
2019
Q3 | $599K | Buy |
4,596
+80
| +2% | +$10.4K | 0.41% | 58 |
|
|
2019
Q2 | $631K | Buy |
+4,516
| New | +$631K | 0.44% | 55 |
|