HoyleCohen’s Walt Disney DIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$5.19M	Buy	52,255 +654	+1%	+$64.9K	0.39%	66
2024 Q1	$6.31M	Sell	51,601 -1,640	-3%	-$201K	0.48%	56
2023 Q4	$4.81M	Buy	53,241 +679	+1%	+$61.3K	0.39%	65
2023 Q3	$4.26M	Sell	52,562 -1,782	-3%	-$144K	0.4%	68
2023 Q2	$4.85M	Sell	54,344 -1,545	-3%	-$138K	0.43%	62
2023 Q1	$5.6M	Buy	55,889 +701	+1%	+$70.2K	0.52%	57
2022 Q4	$4.79M	Sell	55,188 -1,176	-2%	-$102K	0.48%	64
2022 Q3	$5.32M	Sell	56,364 -341	-0.6%	-$32.2K	0.58%	50
2022 Q2	$5.35M	Buy	56,705 +4,750	+9%	+$448K	0.56%	50
2022 Q1	$7.13M	Buy	51,955 +4,690	+10%	+$643K	0.61%	45
2021 Q4	$7.32M	Buy	47,265 +3,864	+9%	+$599K	0.61%	45
2021 Q3	$7.34M	Buy	43,401 +100	+0.2%	+$16.9K	0.7%	38
2021 Q2	$7.61K	Buy	43,301 +800	+2%	+$141	0.59%	36
2021 Q1	$7.84M	Buy	42,501 +112	+0.3%	+$20.7K	0.8%	32
2020 Q4	$7.68M	Sell	42,389 -367	-0.9%	-$66.5K	0.89%	29
2020 Q3	$5.31M	Buy	42,756 +366	+0.9%	+$45.4K	0.78%	30
2020 Q2	$4.73M	Buy	42,390 +919	+2%	+$102K	0.79%	33
2020 Q1	$4.01M	Buy	41,471 +2,525	+6%	+$244K	0.8%	34
2019 Q4	$5.63M	Buy	38,946 +189	+0.5%	+$27.3K	0.9%	34
2019 Q3	$5.05M	Buy	38,757 +1,168	+3%	+$152K	0.86%	39
2019 Q2	$5.25M	Buy	37,589 +530	+1%	+$74K	0.91%	38
2019 Q1	$4.12M	Buy	37,059 +6,209	+20%	+$689K	0.73%	42
2018 Q4	$3.38M	Sell	30,850 -135	-0.4%	-$14.8K	0.69%	46
2018 Q3	$3.62M	Buy	30,985 +155	+0.5%	+$18.1K	0.68%	42
2018 Q2	$3.23M	Sell	30,830 -355	-1%	-$37.2K	0.65%	45
2018 Q1	$3.13M	Buy	31,185 +1,447	+5%	+$145K	0.64%	49
2017 Q4	$3.2M	Buy	+29,738	New	+$3.2M	0.63%	50