FOA
Five Oceans Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
2,441
+197
| +9% | +$24.4K | 0.13% | 111 |
|
|
2025
Q1 | $221K | Buy |
+2,244
| New | +$221K | 0.11% | 150 |
|
|
2024
Q4 | – | Sell |
-2,958
| Closed | -$285K | – | 185 |
|
|
2024
Q3 | $285K | Buy |
2,958
+185
| +7% | +$17.8K | 0.14% | 127 |
|
|
2024
Q2 | $275K | Sell |
2,773
-93
| -3% | -$9.23K | 0.14% | 119 |
|
|
2024
Q1 | $351K | Buy |
2,866
+14
| +0.5% | +$1.71K | 0.18% | 98 |
|
|
2023
Q4 | $258K | Buy |
2,852
+307
| +12% | +$27.7K | 0.14% | 126 |
|
|
2023
Q3 | $206K | Sell |
2,545
-41
| -2% | -$3.32K | 0.13% | 134 |
|
|
2023
Q2 | $231K | Buy |
2,586
+476
| +23% | +$42.5K | 0.15% | 129 |
|
|
2023
Q1 | $211K | Buy |
+2,110
| New | +$211K | 0.14% | 135 |
|
|
2022
Q4 | – | Sell |
-2,270
| Closed | -$214K | – | 150 |
|
|
2022
Q3 | $214K | Buy |
+2,270
| New | +$214K | 0.17% | 116 |
|
|
2022
Q2 | – | Sell |
-2,035
| Closed | -$279K | – | 134 |
|
|
2022
Q1 | $279K | Sell |
2,035
-23
| -1% | -$3.15K | 0.25% | 80 |
|
|
2021
Q4 | $319K | Sell |
2,058
-457
| -18% | -$70.8K | 0.28% | 74 |
|
|
2021
Q3 | $425K | Buy |
+2,515
| New | +$425K | 0.49% | 46 |
|