High Pines Wealth Management, LLC
- SEC CIK
- 0001855571
- Latest filing
- Jan 12, 2024
DIS holding history
Walt Disney Co in every 13F filed by High Pines Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DIS overviewAll 13F holders of DISFull Q4 2023 holdings
- Shares (Q4 2023)
- 4,849
- Value
- $437.8K
- % of portfolio
- 0.7%
- Quarters held
- 7
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 4,849 | $437.8K | 0.7% | +936+23.9% | Added | Holders |
| Q3 2023 | 3,913 | $317.1K | 0.5% | +1,394+55.3% | Added | Holders |
| Q2 2023 | 2,519 | $224.9K | 0.3% | +8+0.3% | Added | Holders |
| Q1 2023 | 2,511 | $251.4K | 0.4% | +156+6.6% | Added | Holders |
| Q4 2022 | 2,355 | $204.6K | 0.4% | +28+1.2% | Added | Holders |
| Q3 2022 | 2,327 | $220.0K | 0.4% | +2,327 | New | Holders |
| Q4 2021 | 0 | $0 | 0.0% | −1,572−100.0% | Sold out | Holders |
| Q3 2021 | 1,572 | $266.0K | 0.2% | +1,572 | New | Holders |