OC
Oarsman Capital’s Walt Disney DIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.62M | Buy |
13,103
+465
| +4% | +$57.7K | 0.25% | 78 |
|
2025
Q1 | $1.25M | Buy |
12,638
+11,422
| +939% | +$1.13M | 0.22% | 86 |
|
2024
Q4 | $135K | Sell |
1,216
-21
| -2% | -$2.34K | 0.02% | 286 |
|
2024
Q3 | $119K | Buy |
+1,237
| New | +$119K | 0.02% | 308 |
|
2023
Q3 | – | Sell |
-2,469
| Closed | -$220K | – | 179 |
|
2023
Q2 | $220K | Buy |
2,469
+29
| +1% | +$2.59K | 0.1% | 162 |
|
2023
Q1 | $244K | Buy |
+2,440
| New | +$244K | 0.11% | 152 |
|
2022
Q2 | – | Sell |
-5,049
| Closed | -$692K | – | 167 |
|
2022
Q1 | $692K | Buy |
5,049
+3,368
| +200% | +$462K | 0.27% | 96 |
|
2021
Q4 | $260K | Sell |
1,681
-3,323
| -66% | -$514K | 0.1% | 153 |
|
2021
Q3 | $846K | Sell |
5,004
-140
| -3% | -$23.7K | 0.34% | 85 |
|
2021
Q2 | $904K | Buy |
5,144
+325
| +7% | +$57.1K | 0.36% | 85 |
|
2021
Q1 | $889K | Sell |
4,819
-110
| -2% | -$20.3K | 0.38% | 83 |
|
2020
Q4 | $893K | Buy |
4,929
+55
| +1% | +$9.96K | 0.35% | 80 |
|
2020
Q3 | $605K | Hold |
4,874
| – | – | 0.27% | 90 |
|
2020
Q2 | $544K | Buy |
4,874
+780
| +19% | +$87.1K | 0.27% | 87 |
|
2020
Q1 | $395K | Sell |
4,094
-779
| -16% | -$75.2K | 0.36% | 69 |
|
2019
Q4 | $705K | Hold |
4,873
| – | – | 0.32% | 82 |
|
2019
Q3 | $635K | Buy |
4,873
+122
| +3% | +$15.9K | 0.3% | 87 |
|
2019
Q2 | $663K | Buy |
4,751
+107
| +2% | +$14.9K | 0.3% | 85 |
|
2019
Q1 | $516K | Sell |
4,644
-163
| -3% | -$18.1K | 0.25% | 101 |
|
2018
Q4 | $527K | Hold |
4,807
| – | – | 0.27% | 99 |
|
2018
Q3 | $562K | Hold |
4,807
| – | – | 0.23% | 104 |
|
2018
Q2 | $504K | Sell |
4,807
-80
| -2% | -$8.39K | 0.23% | 111 |
|
2018
Q1 | $491K | Buy |
4,887
+100
| +2% | +$10K | 0.22% | 113 |
|
2017
Q4 | $515K | Sell |
4,787
-200
| -4% | -$21.5K | 0.22% | 112 |
|
2017
Q3 | $492K | Buy |
4,987
+175
| +4% | +$17.3K | 0.21% | 112 |
|
2017
Q2 | $511K | Hold |
4,812
| – | – | 0.23% | 104 |
|
2017
Q1 | $546K | Sell |
4,812
-250
| -5% | -$28.4K | 0.25% | 99 |
|
2016
Q4 | $528K | Hold |
5,062
| – | – | 0.34% | 87 |
|
2016
Q3 | $470K | Sell |
5,062
-99
| -2% | -$9.19K | 0.24% | 107 |
|
2016
Q2 | $505K | Buy |
5,161
+15
| +0.3% | +$1.47K | 0.26% | 99 |
|
2016
Q1 | $511K | Sell |
5,146
-200
| -4% | -$19.9K | 0.27% | 99 |
|
2015
Q4 | $562K | Sell |
5,346
-70
| -1% | -$7.36K | 0.31% | 93 |
|
2015
Q3 | $554K | Sell |
5,416
-150
| -3% | -$15.3K | 0.33% | 97 |
|
2015
Q2 | $635K | Sell |
5,566
-55
| -1% | -$6.28K | 0.43% | 77 |
|
2015
Q1 | $590K | Sell |
5,621
-200
| -3% | -$21K | 0.41% | 83 |
|
2014
Q4 | $548K | Hold |
5,821
| – | – | 0.4% | 86 |
|
2014
Q3 | $518K | Hold |
5,821
| – | – | 0.38% | 96 |
|
2014
Q2 | $499K | Hold |
5,821
| – | – | 0.36% | 100 |
|
2014
Q1 | $466K | Buy |
5,821
+66
| +1% | +$5.28K | 0.36% | 106 |
|
2013
Q4 | $440K | Buy |
5,755
+48
| +0.8% | +$3.67K | 0.35% | 105 |
|
2013
Q3 | $368K | Hold |
5,707
| – | – | 0.32% | 107 |
|
2013
Q2 | $360K | Buy |
+5,707
| New | +$360K | 0.34% | 107 |
|