Live Oak Private Wealth’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.4M | Buy |
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|
2025
Q2 | $9.08M | Buy |
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|
2025
Q1 | $7.02M | Buy |
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|
2024
Q4 | $7.47M | Sell |
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|
2024
Q3 | $6.66M | Sell |
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|
2024
Q2 | $7.33M | Sell |
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|
2024
Q1 | $12.9M | Sell |
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|
2023
Q4 | $9.58M | Sell |
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|
2023
Q3 | $8.9M | Buy |
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|
2023
Q2 | $9.73M | Sell |
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|
2023
Q1 | $11.4M | Buy |
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|
2022
Q4 | $9.06M | Sell |
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|
2022
Q3 | $9.92M | Buy |
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|
2022
Q2 | $9.59M | Buy |
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|
2022
Q1 | $12.6M | Buy |
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|
2021
Q4 | $11.4M | Buy |
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|
2021
Q3 | $11.7M | Buy |
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|
2021
Q2 | $11.8M | Buy |
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|
2021
Q1 | $12.3M | Sell |
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|
2020
Q4 | $13M | Buy |
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|
2020
Q3 | $8.7M | Sell |
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|
2020
Q2 | $7.95M | Buy |
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|
2020
Q1 | $3.71M | Buy |
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|
2019
Q4 | $2.01M | Buy |
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