Oak Harvest Investment Services’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 | $7.58M | Sell |
61,134
-3,761
| -6% | -$466K | 0.95% | 35 |
|
|
2025
Q1 | $6.41M | Buy |
64,895
+3,235
| +5% | +$319K | 0.89% | 42 |
|
|
2024
Q4 | $6.87M | Buy |
+61,660
| New | +$6.87M | 0.96% | 38 |
|
|
2023
Q2 | – | Sell |
-28,015
| Closed | -$2.81M | – | 112 |
|
|
2023
Q1 | $2.81M | Sell |
28,015
-2,610
| -9% | -$261K | 0.65% | 53 |
|
|
2022
Q4 | $2.66M | Sell |
30,625
-8,726
| -22% | -$758K | 0.69% | 47 |
|
|
2022
Q3 | $3.71M | Sell |
39,351
-1,229
| -3% | -$116K | 0.99% | 41 |
|
|
2022
Q2 | $3.83M | Sell |
40,580
-4,209
| -9% | -$397K | 1.03% | 40 |
|
|
2022
Q1 | $6.14M | Buy |
44,789
+2,154
| +5% | +$295K | 1.52% | 26 |
|
|
2021
Q4 | $6.6M | Sell |
42,635
-131
| -0.3% | -$20.3K | 1.64% | 21 |
|
|
2021
Q3 | $7.24M | Buy |
42,766
+3,056
| +8% | +$517K | 2.11% | 9 |
|
|
2021
Q2 | $6.98M | Buy |
39,710
+1,357
| +4% | +$239K | 2.3% | 6 |
|
|
2021
Q1 | $7.08M | Buy |
38,353
+1,149
| +3% | +$212K | 2.71% | 6 |
|
|
2020
Q4 | $6.74M | Buy |
+37,204
| New | +$6.74M | 2.89% | 5 |
|