Oak Family Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,353
| Closed | -$656K | – | 111 |
|
|
2023
Q2 | $656K | Buy |
7,353
+2
| +0% | +$179 | 0.31% | 66 |
|
|
2023
Q1 | $736K | Sell |
7,351
-43,628
| -86% | -$4.37M | 0.36% | 57 |
|
|
2022
Q4 | $4.43M | Buy |
50,979
+949
| +2% | +$82.4K | 2.37% | 14 |
|
|
2022
Q3 | $4.72M | Buy |
50,030
+13,953
| +39% | +$1.32M | 2.52% | 6 |
|
|
2022
Q2 | $3.41M | Buy |
36,077
+33,759
| +1,456% | +$3.19M | 1.71% | 14 |
|
|
2022
Q1 | $318K | Sell |
2,318
-549
| -19% | -$75.3K | 0.12% | 100 |
|
|
2021
Q4 | $444K | Buy |
+2,867
| New | +$444K | 0.17% | 86 |
|