OHWA
Oak Hill Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Sell |
2,842
-100
| -3% | -$12.2K | 0.07% | 113 |
|
|
2025
Q1 | $290K | Hold |
2,942
| – | – | 0.07% | 113 |
|
|
2024
Q4 | $328K | Buy |
+2,942
| New | +$328K | 0.08% | 107 |
|
|
2024
Q3 | – | Sell |
-3,488
| Closed | -$346K | – | 39 |
|
|
2024
Q2 | $346K | Buy |
+3,488
| New | +$346K | 0.11% | 82 |
|
|
2024
Q1 | – | Sell |
-2,582
| Closed | -$233K | – | 30 |
|
|
2023
Q4 | $233K | Sell |
2,582
-1,580
| -38% | -$143K | 0.08% | 97 |
|
|
2023
Q3 | $337K | Buy |
4,162
+664
| +19% | +$53.8K | 0.13% | 74 |
|
|
2023
Q2 | $314K | Sell |
3,498
-1,206
| -26% | -$108K | 0.12% | 80 |
|
|
2023
Q1 | $471K | Sell |
4,704
-96
| -2% | -$9.61K | 0.19% | 65 |
|
|
2022
Q4 | $417K | Buy |
+4,800
| New | +$417K | 0.17% | 71 |
|