HWMG
Hurlow Wealth Management Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
+1,921
| New | +$238K | 0.07% | 117 |
|
|
2025
Q1 | – | Sell |
-1,999
| Closed | -$223K | – | 123 |
|
|
2024
Q4 | $223K | Buy |
+1,999
| New | +$223K | 0.07% | 113 |
|
|
2024
Q3 | – | Sell |
-2,181
| Closed | -$217K | – | 121 |
|
|
2024
Q2 | $217K | Hold |
2,181
| – | – | 0.07% | 113 |
|
|
2024
Q1 | $267K | Buy |
+2,181
| New | +$267K | 0.09% | 95 |
|
|
2023
Q2 | – | Sell |
-2,185
| Closed | -$219K | – | 109 |
|
|
2023
Q1 | $219K | Sell |
2,185
-207
| -9% | -$20.7K | 0.1% | 97 |
|
|
2022
Q4 | $208K | Sell |
2,392
-115
| -5% | -$9.99K | 0.11% | 96 |
|
|
2022
Q3 | $236K | Sell |
2,507
-271
| -10% | -$25.5K | 0.14% | 85 |
|
|
2022
Q2 | $262K | Buy |
2,778
+240
| +9% | +$22.6K | 0.15% | 82 |
|
|
2022
Q1 | $348K | Sell |
2,538
-25
| -1% | -$3.43K | 0.21% | 67 |
|
|
2021
Q4 | $431K | Sell |
2,563
-15
| -0.6% | -$2.52K | 0.34% | 51 |
|
|
2021
Q3 | $436K | Sell |
2,578
-86
| -3% | -$14.5K | 0.26% | 56 |
|
|
2021
Q2 | $468K | Sell |
2,664
-118
| -4% | -$20.7K | 0.31% | 51 |
|
|
2021
Q1 | $513K | Buy |
2,782
+761
| +38% | +$140K | 0.37% | 50 |
|
|
2020
Q4 | $366K | Sell |
2,021
-2
| -0.1% | -$362 | 0.29% | 63 |
|
|
2020
Q3 | $251K | Sell |
2,023
-122
| -6% | -$15.1K | 0.23% | 72 |
|
|
2020
Q2 | $249K | Hold |
2,145
| – | – | 0.24% | 79 |
|
|
2020
Q1 | $222K | Sell |
2,145
-295
| -12% | -$30.5K | 0.24% | 78 |
|
|
2019
Q4 | $352K | Sell |
2,440
-120
| -5% | -$17.3K | 0.34% | 69 |
|
|
2019
Q3 | $332K | Buy |
2,560
+79
| +3% | +$10.2K | 0.35% | 72 |
|
|
2019
Q2 | $356K | Hold |
2,481
| – | – | 0.37% | 63 |
|
|
2019
Q1 | $340K | Buy |
2,481
+88
| +4% | +$12.1K | 0.36% | 63 |
|
|
2018
Q4 | $265K | Buy |
+2,393
| New | +$265K | 0.32% | 73 |
|