Hofer & Associates’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,223
| Closed | -$248K | – | 59 |
|
|
2024
Q4 | $248K | Sell |
2,223
-131
| -6% | -$14.6K | 0.17% | 55 |
|
|
2024
Q3 | $226K | Sell |
2,354
-469
| -17% | -$45.1K | 0.16% | 56 |
|
|
2024
Q2 | $280K | Sell |
2,823
-90
| -3% | -$8.94K | 0.22% | 43 |
|
|
2024
Q1 | $356K | Sell |
2,913
-17
| -0.6% | -$2.08K | 0.3% | 37 |
|
|
2023
Q4 | $265K | Sell |
2,930
-147
| -5% | -$13.3K | 0.25% | 42 |
|
|
2023
Q3 | $249K | Sell |
3,077
-796
| -21% | -$64.5K | 0.26% | 42 |
|
|
2023
Q2 | $346K | Buy |
3,873
+155
| +4% | +$13.8K | 0.33% | 37 |
|
|
2023
Q1 | $323K | Hold |
3,718
| – | – | 0.32% | 37 |
|
|
2022
Q4 | $323K | Sell |
3,718
-48
| -1% | -$4.17K | 0.32% | 37 |
|
|
2022
Q3 | $355K | Sell |
3,766
-1
| -0% | -$94 | 0.38% | 33 |
|
|
2022
Q2 | $356K | Buy |
3,767
+175
| +5% | +$16.5K | 0.37% | 33 |
|
|
2022
Q1 | $493K | Buy |
3,592
+1,477
| +70% | +$203K | 0.43% | 29 |
|
|
2021
Q4 | $328K | Buy |
+2,115
| New | +$328K | 0.3% | 41 |
|