Ownership history in Hamilton Wealth, LLC Β· 18 quarters on record
This page tracks every 13F SEC filing in which Hamilton Wealth, LLC reported a position in DISNEY WALT CO (DIS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Hamilton Wealth, LLC underperformed the S&P 500 by β16.0% annually on this DIS position. Timing score: 35% (6/17 decisions correct). Average cost basis: $88.08. Maximum drawdown during holding period: β56.1%.
β Significantly underperformed the S&P 500 by 16.0% ann.
17 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 17 add/trim decisions correct
Best entry: $79.19 (2023 Q3) Β· Worst: $171.73 (2021 Q2)
πͺ Held through 2 major drawdowns (>20%).
7 adds Β· 11 trims. Bought during 5 of 9 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.12% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size