RZH
Relyea Zuckerberg Hanson’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Sell |
4,928
-343
| -7% | -$42.5K | 0.07% | 132 |
|
|
2025
Q1 | $520K | Sell |
5,271
-586
| -10% | -$57.8K | 0.07% | 137 |
|
|
2024
Q4 | $652K | Buy |
5,857
+233
| +4% | +$25.9K | 0.09% | 116 |
|
|
2024
Q3 | $541K | Sell |
5,624
-1,307
| -19% | -$126K | 0.08% | 128 |
|
|
2024
Q2 | $688K | Buy |
6,931
+156
| +2% | +$15.5K | 0.12% | 95 |
|
|
2024
Q1 | $829K | Buy |
6,775
+674
| +11% | +$82.5K | 0.15% | 80 |
|
|
2023
Q4 | $551K | Buy |
6,101
+697
| +13% | +$62.9K | 0.11% | 109 |
|
|
2023
Q3 | $438K | Buy |
5,404
+1,558
| +41% | +$126K | 0.1% | 116 |
|
|
2023
Q2 | $343K | Sell |
3,846
-804
| -17% | -$71.8K | 0.08% | 135 |
|
|
2023
Q1 | $466K | Buy |
4,650
+538
| +13% | +$53.9K | 0.11% | 108 |
|
|
2022
Q4 | $357K | Sell |
4,112
-703
| -15% | -$61.1K | 0.1% | 119 |
|
|
2022
Q3 | $454K | Buy |
4,815
+663
| +16% | +$62.5K | 0.16% | 87 |
|
|
2022
Q2 | $392K | Sell |
4,152
-277
| -6% | -$26.2K | 0.15% | 102 |
|
|
2022
Q1 | $586K | Buy |
4,429
+448
| +11% | +$59.3K | 0.19% | 84 |
|
|
2021
Q4 | $547K | Sell |
3,981
-289
| -7% | -$39.7K | 0.2% | 85 |
|
|
2021
Q3 | $722K | Buy |
4,270
+361
| +9% | +$61K | 0.28% | 60 |
|
|
2021
Q2 | $687K | Buy |
3,909
+251
| +7% | +$44.1K | 0.28% | 58 |
|
|
2021
Q1 | $675K | Buy |
3,658
+438
| +14% | +$80.8K | 0.3% | 56 |
|
|
2020
Q4 | $583K | Sell |
3,220
-1,105
| -26% | -$200K | 0.31% | 56 |
|
|
2020
Q3 | $551K | Sell |
4,325
-135
| -3% | -$17.2K | 0.35% | 56 |
|
|
2020
Q2 | $497K | Sell |
4,460
-249
| -5% | -$27.7K | 0.4% | 55 |
|
|
2020
Q1 | $455K | Buy |
4,709
+106
| +2% | +$10.2K | 0.5% | 47 |
|
|
2019
Q4 | $666K | Buy |
+4,603
| New | +$666K | 0.64% | 40 |
|