HWM
Horizon Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Sell |
16,096
-138
| -0.9% | -$17.1K | 0.35% | 28 |
|
|
2025
Q1 | $1.6M | Sell |
16,234
-1,697
| -9% | -$167K | 0.27% | 25 |
|
|
2024
Q4 | $2M | Sell |
17,931
-34
| -0.2% | -$3.79K | 0.35% | 25 |
|
|
2024
Q3 | $1.73M | Buy |
17,965
+315
| +2% | +$30.3K | 0.34% | 28 |
|
|
2024
Q2 | $1.75M | Buy |
17,650
+9
| +0.1% | +$894 | 0.42% | 23 |
|
|
2024
Q1 | $2.16M | Sell |
17,641
-6,774
| -28% | -$829K | 0.56% | 20 |
|
|
2023
Q4 | $2.2M | Sell |
24,415
-2,091
| -8% | -$189K | 0.61% | 19 |
|
|
2023
Q3 | $2.15M | Buy |
26,506
+16
| +0.1% | +$1.3K | 0.86% | 15 |
|
|
2023
Q2 | $2.36M | Buy |
26,490
+6
| +0% | +$536 | 0.93% | 16 |
|
|
2023
Q1 | $2.65M | Buy |
26,484
+689
| +3% | +$69K | 1.99% | 13 |
|
|
2022
Q4 | $2.24M | Sell |
25,795
-171
| -0.7% | -$14.9K | 1.83% | 13 |
|
|
2022
Q3 | $2.45M | Sell |
25,966
-4,047
| -13% | -$382K | 1.8% | 16 |
|
|
2022
Q2 | $2.83M | Sell |
30,013
-36,333
| -55% | -$3.43M | 1.17% | 22 |
|
|
2022
Q1 | $9.1M | Buy |
66,346
+48,973
| +282% | +$6.72M | 2.83% | 11 |
|
|
2021
Q4 | $2.69M | Buy |
+17,373
| New | +$2.69M | 0.78% | 20 |
|