Hyperion Capital Advisors’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,518
Closed -$637K 45
2020
Q4
$637K Sell
3,518
-700
-17% -$127K 0.25% 30
2020
Q3
$523K Buy
4,218
+512
+14% +$63.5K 0.25% 26
2020
Q2
$413K Buy
+3,706
New +$413K 0.24% 27