BOPW
Brandywine Oak Private Wealth’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
1,942
-110
| -5% | -$13.6K | 0.02% | 211 |
|
|
2025
Q1 | $203K | Buy |
+2,052
| New | +$203K | 0.02% | 218 |
|
|
2024
Q4 | – | Sell |
-2,154
| Closed | -$207K | – | 234 |
|
|
2024
Q3 | $207K | Sell |
2,154
-380
| -15% | -$36.6K | 0.02% | 230 |
|
|
2024
Q2 | $252K | Sell |
2,534
-24
| -0.9% | -$2.38K | 0.03% | 206 |
|
|
2024
Q1 | $313K | Sell |
2,558
-180
| -7% | -$22K | 0.03% | 190 |
|
|
2023
Q4 | $247K | Sell |
2,738
-689
| -20% | -$62.2K | 0.03% | 203 |
|
|
2023
Q3 | $278K | Sell |
3,427
-227
| -6% | -$18.4K | 0.03% | 192 |
|
|
2023
Q2 | $326K | Sell |
3,654
-636
| -15% | -$56.8K | 0.04% | 188 |
|
|
2023
Q1 | $430K | Buy |
4,290
+352
| +9% | +$35.2K | 0.05% | 167 |
|
|
2022
Q4 | $342K | Sell |
3,938
-690
| -15% | -$60K | 0.04% | 182 |
|
|
2022
Q3 | $436K | Sell |
4,628
-832
| -15% | -$78.4K | 0.06% | 166 |
|
|
2022
Q2 | $515K | Sell |
5,460
-586
| -10% | -$55.3K | 0.07% | 166 |
|
|
2022
Q1 | $827K | Sell |
6,046
-1,241
| -17% | -$170K | 0.09% | 147 |
|
|
2021
Q4 | $1.13M | Buy |
7,287
+277
| +4% | +$42.9K | 0.12% | 119 |
|
|
2021
Q3 | $1.19M | Sell |
7,010
-88
| -1% | -$14.9K | 0.14% | 110 |
|
|
2021
Q2 | $1.25M | Buy |
7,098
+786
| +12% | +$138K | 0.15% | 108 |
|
|
2021
Q1 | $1.16M | Sell |
6,312
-232
| -4% | -$42.8K | 0.17% | 85 |
|
|
2020
Q4 | $1.19M | Sell |
6,544
-82
| -1% | -$14.8K | 0.18% | 83 |
|
|
2020
Q3 | $822K | Sell |
6,626
-203
| -3% | -$25.2K | 0.14% | 91 |
|
|
2020
Q2 | $761K | Buy |
6,829
+460
| +7% | +$51.3K | 0.14% | 96 |
|
|
2020
Q1 | $625K | Buy |
6,369
+790
| +14% | +$77.5K | 0.13% | 93 |
|
|
2019
Q4 | $806K | Sell |
5,579
-73
| -1% | -$10.5K | 0.15% | 80 |
|
|
2019
Q3 | $736K | Sell |
5,652
-210
| -4% | -$27.3K | 0.14% | 81 |
|
|
2019
Q2 | $818K | Buy |
5,862
+137
| +2% | +$19.1K | 0.16% | 77 |
|
|
2019
Q1 | $635K | Buy |
5,725
+73
| +1% | +$8.1K | 0.13% | 86 |
|
|
2018
Q4 | $619K | Buy |
+5,652
| New | +$619K | 0.14% | 85 |
|