Houlihan Financial Resource Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $201K | Sell |
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|
2025
Q2 | $402K | Sell |
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|
2025
Q1 | $376K | Sell |
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|
2024
Q4 | $435K | Hold |
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|
2024
Q3 | $376K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $478K | Sell |
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|
2023
Q4 | $353K | Hold |
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|
2023
Q3 | $318K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $392K | Hold |
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|
2022
Q4 | $387K | Hold |
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|
2022
Q3 | $367K | Buy |
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|
2020
Q3 | $346K | Buy |
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|
2020
Q1 | $262K | Buy |
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|
2019
Q4 | $392K | Buy |
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