Hohimer 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
Q1 | – | Sell |
-13,011
| Closed | -$1.45M | – | 266 |
|
|
2024
Q4 | $1.45M | Buy |
13,011
+618
| +5% | +$68.8K | 0.27% | 96 |
|
|
2024
Q3 | $1.19M | Buy |
+12,393
| New | +$1.19M | 0.26% | 101 |
|
|
2024
Q2 | – | Sell |
-5,748
| Closed | -$703K | – | 227 |
|
|
2024
Q1 | $703K | Buy |
5,748
+138
| +2% | +$16.9K | 0.16% | 139 |
|
|
2023
Q4 | $507K | Sell |
5,610
-1,152
| -17% | -$104K | 0.13% | 152 |
|
|
2023
Q3 | $548K | Sell |
6,762
-302
| -4% | -$24.5K | 0.16% | 137 |
|
|
2023
Q2 | $631K | Sell |
7,064
-88
| -1% | -$7.86K | 0.17% | 136 |
|
|
2023
Q1 | $716K | Buy |
7,152
+808
| +13% | +$80.9K | 0.21% | 127 |
|
|
2022
Q4 | $551K | Buy |
+6,344
| New | +$551K | 0.18% | 112 |
|
|
2021
Q2 | – | Sell |
-1,071
| Closed | -$198K | – | 202 |
|
|
2021
Q1 | $198K | Sell |
1,071
-1,951
| -65% | -$361K | 0.05% | 171 |
|
|
2020
Q4 | $548K | Sell |
3,022
-80
| -3% | -$14.5K | 0.15% | 138 |
|
|
2020
Q3 | $385K | Sell |
3,102
-8,574
| -73% | -$1.06M | 0.11% | 148 |
|
|
2020
Q2 | $1.3M | Buy |
11,676
+372
| +3% | +$41.5K | 0.45% | 80 |
|
|
2020
Q1 | $1.2M | Sell |
11,304
-353
| -3% | -$37.4K | 0.51% | 78 |
|
|
2019
Q4 | $1.69M | Buy |
+11,657
| New | +$1.69M | 0.59% | 75 |
|