BOK Financial Private Wealth’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
8,125
-2,906
| -26% | -$360K | 0.07% | 87 |
|
|
2025
Q1 | $1.09M | Sell |
11,031
-555
| -5% | -$54.8K | 0.08% | 87 |
|
|
2024
Q4 | $1.3M | Sell |
11,586
-1,684
| -13% | -$188K | 0.09% | 89 |
|
|
2024
Q3 | $1.28M | Sell |
13,270
-7,817
| -37% | -$752K | 0.09% | 93 |
|
|
2024
Q2 | $2.09M | Buy |
21,087
+4,416
| +26% | +$438K | 0.15% | 66 |
|
|
2024
Q1 | $2.04M | Sell |
16,671
-1,519
| -8% | -$186K | 0.15% | 68 |
|
|
2023
Q4 | $1.65M | Sell |
18,190
-1,218
| -6% | -$110K | 0.13% | 80 |
|
|
2023
Q3 | $1.57M | Sell |
19,408
-2,814
| -13% | -$228K | 0.14% | 83 |
|
|
2023
Q2 | $1.98M | Sell |
22,222
-2,165
| -9% | -$193K | 0.16% | 78 |
|
|
2023
Q1 | $2.44M | Sell |
24,387
-46
| -0.2% | -$4.61K | 0.2% | 69 |
|
|
2022
Q4 | $2.12M | Sell |
24,433
-406
| -2% | -$35.3K | 0.18% | 75 |
|
|
2022
Q3 | $2.34M | Buy |
24,839
+303
| +1% | +$28.6K | 0.21% | 71 |
|
|
2022
Q2 | $2.32M | Sell |
24,536
-6,185
| -20% | -$584K | 0.21% | 76 |
|
|
2022
Q1 | $4.21M | Buy |
30,721
+3,437
| +13% | +$471K | 0.3% | 49 |
|
|
2021
Q4 | $4.23M | Sell |
27,284
-3,028
| -10% | -$469K | 0.29% | 55 |
|
|
2021
Q3 | $5.13M | Buy |
30,312
+952
| +3% | +$161K | 0.41% | 43 |
|
|
2021
Q2 | $5.16M | Buy |
29,360
+1,471
| +5% | +$259K | 0.42% | 40 |
|
|
2021
Q1 | $5.15M | Buy |
27,889
+1,850
| +7% | +$341K | 0.47% | 40 |
|
|
2020
Q4 | $4.72M | Sell |
26,039
-1,277
| -5% | -$231K | 0.45% | 41 |
|
|
2020
Q3 | $3.39M | Sell |
27,316
-1,888
| -6% | -$234K | 0.35% | 53 |
|
|
2020
Q2 | $3.26M | Sell |
29,204
-4,596
| -14% | -$513K | 0.34% | 54 |
|
|
2020
Q1 | $3.27M | Sell |
33,800
-20,157
| -37% | -$1.95M | 0.4% | 53 |
|
|
2019
Q4 | $7.8M | Buy |
53,957
+51,332
| +1,956% | +$7.42M | 0.66% | 39 |
|
|
2019
Q3 | $342K | Buy |
2,625
+467
| +22% | +$60.8K | 0.05% | 86 |
|
|
2019
Q2 | $301K | Buy |
+2,158
| New | +$301K | 0.04% | 93 |
|
|
2019
Q1 | – | Sell |
-2,426
| Closed | -$266K | – | 127 |
|
|
2018
Q4 | $266K | Buy |
+2,426
| New | +$266K | 0.04% | 93 |
|
|
2017
Q3 | – | Sell |
-2,092
| Closed | -$222K | – | 130 |
|
|
2017
Q2 | $222K | Sell |
2,092
-8
| -0.4% | -$849 | 0.03% | 125 |
|
|
2017
Q1 | $238K | Buy |
2,100
+119
| +6% | +$13.5K | 0.03% | 123 |
|
|
2016
Q4 | $206K | Buy |
+1,981
| New | +$206K | 0.03% | 137 |
|
|
2016
Q1 | – | Sell |
-1,971
| Closed | -$207K | – | 78 |
|
|
2015
Q4 | $207K | Sell |
1,971
-940
| -32% | -$98.7K | 0.04% | 72 |
|
|
2015
Q3 | $298K | Hold |
2,911
| – | – | 0.05% | 55 |
|
|
2015
Q2 | $332K | Buy |
2,911
+14
| +0.5% | +$1.6K | 0.06% | 54 |
|
|
2015
Q1 | $304K | Hold |
2,897
| – | – | 0.05% | 56 |
|
|
2014
Q4 | $273K | Hold |
2,897
| – | – | 0.04% | 63 |
|
|
2014
Q3 | $258K | Hold |
2,897
| – | – | 0.04% | 62 |
|
|
2014
Q2 | $248K | Hold |
2,897
| – | – | 0.04% | 65 |
|
|
2014
Q1 | $232K | Hold |
2,897
| – | – | 0.04% | 64 |
|
|
2013
Q4 | $221K | Buy |
+2,897
| New | +$221K | 0.04% | 63 |
|