Houlihan Financial Resource Group’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 | $402K | Sell |
3,308
-500
| -13% | -$60.8K | 0.17% | 82 |
|
|
2025
Q1 | $376K | Sell |
3,808
-100
| -3% | -$9.87K | 0.17% | 79 |
|
|
2024
Q4 | $435K | Hold |
3,908
| – | – | 0.19% | 77 |
|
|
2024
Q3 | $376K | Buy |
+3,908
| New | +$376K | 0.16% | 84 |
|
|
2024
Q2 | – | Sell |
-3,907
| Closed | -$478K | – | 68 |
|
|
2024
Q1 | $478K | Sell |
3,907
-5
| -0.1% | -$612 | 0.21% | 72 |
|
|
2023
Q4 | $353K | Hold |
3,912
| – | – | 0.17% | 78 |
|
|
2023
Q3 | $318K | Buy |
+3,912
| New | +$318K | 0.17% | 79 |
|
|
2023
Q2 | – | Sell |
-3,912
| Closed | -$392K | – | 146 |
|
|
2023
Q1 | $392K | Hold |
3,912
| – | – | 0.21% | 70 |
|
|
2022
Q4 | $387K | Hold |
3,912
| – | – | 0.22% | 69 |
|
|
2022
Q3 | $367K | Buy |
+3,912
| New | +$367K | 0.22% | 65 |
|
|
2020
Q3 | $346K | Buy |
+2,512
| New | +$346K | 0.2% | 74 |
|
|
2020
Q1 | $262K | Buy |
2,714
+2
| +0.1% | +$193 | 0.23% | 72 |
|
|
2019
Q4 | $392K | Buy |
+2,712
| New | +$392K | 0.25% | 70 |
|