OWP
Obermeyer Wealth Partners’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
14,383
-307
| -2% | -$38.1K | 0.09% | 82 |
|
|
2025
Q1 | $1.45M | Sell |
14,690
-546
| -4% | -$53.9K | 0.08% | 80 |
|
|
2024
Q4 | $1.7M | Buy |
15,236
+3,503
| +30% | +$390K | 0.09% | 77 |
|
|
2024
Q3 | $1.13M | Sell |
11,733
-647
| -5% | -$62.2K | 0.06% | 99 |
|
|
2024
Q2 | $1.23M | Buy |
12,380
+545
| +5% | +$54.1K | 0.07% | 91 |
|
|
2024
Q1 | $1.45M | Buy |
11,835
+1
| +0% | +$122 | 0.09% | 80 |
|
|
2023
Q4 | $1.07M | Buy |
11,834
+1,315
| +13% | +$119K | 0.07% | 69 |
|
|
2023
Q3 | $853K | Sell |
10,519
-289
| -3% | -$23.4K | 0.06% | 75 |
|
|
2023
Q2 | $965K | Buy |
10,808
+510
| +5% | +$45.5K | 0.07% | 72 |
|
|
2023
Q1 | $1.03M | Sell |
10,298
-1,399
| -12% | -$140K | 0.08% | 69 |
|
|
2022
Q4 | $1.02M | Sell |
11,697
-204
| -2% | -$17.7K | 0.08% | 70 |
|
|
2022
Q3 | $1.12M | Buy |
11,901
+188
| +2% | +$17.7K | 0.09% | 65 |
|
|
2022
Q2 | $1.11M | Buy |
11,713
+835
| +8% | +$78.8K | 0.08% | 66 |
|
|
2022
Q1 | $1.49M | Sell |
10,878
-225
| -2% | -$30.9K | 0.09% | 63 |
|
|
2021
Q4 | $1.72M | Sell |
11,103
-1,490
| -12% | -$231K | 0.09% | 53 |
|
|
2021
Q3 | $2.13M | Buy |
12,593
+1,976
| +19% | +$334K | 0.12% | 51 |
|
|
2021
Q2 | $1.87M | Buy |
10,617
+235
| +2% | +$41.3K | 0.1% | 56 |
|
|
2021
Q1 | $1.92M | Buy |
10,382
+7,272
| +234% | +$1.34M | 0.12% | 54 |
|
|
2020
Q4 | $563K | Sell |
3,110
-285
| -8% | -$51.6K | 0.04% | 78 |
|
|
2020
Q3 | $421K | Buy |
3,395
+570
| +20% | +$70.7K | 0.03% | 94 |
|
|
2020
Q2 | $315K | Sell |
2,825
-18
| -0.6% | -$2.01K | 0.03% | 102 |
|
|
2020
Q1 | $275K | Buy |
2,843
+78
| +3% | +$7.55K | 0.03% | 97 |
|
|
2019
Q4 | $400K | Buy |
2,765
+48
| +2% | +$6.94K | 0.04% | 87 |
|
|
2019
Q3 | $354K | Buy |
2,717
+247
| +10% | +$32.2K | 0.03% | 92 |
|
|
2019
Q2 | $345K | Buy |
2,470
+50
| +2% | +$6.98K | 0.03% | 94 |
|
|
2019
Q1 | $269K | Sell |
2,420
-298
| -11% | -$33.1K | 0.03% | 104 |
|
|
2018
Q4 | $298K | Buy |
2,718
+248
| +10% | +$27.2K | 0.03% | 93 |
|
|
2018
Q3 | $289K | Buy |
2,470
+187
| +8% | +$21.9K | 0.02% | 97 |
|
|
2018
Q2 | $239K | Sell |
2,283
-737
| -24% | -$77.2K | 0.02% | 104 |
|
|
2018
Q1 | $303K | Sell |
3,020
-112,085
| -97% | -$11.2M | 0.03% | 91 |
|
|
2017
Q4 | $12.4M | Buy |
115,105
+594
| +0.5% | +$63.9K | 1.07% | 29 |
|
|
2017
Q3 | $11.3M | Sell |
114,511
-3,356
| -3% | -$331K | 0.98% | 29 |
|
|
2017
Q2 | $12.5M | Sell |
117,867
-1,488
| -1% | -$158K | 1.11% | 30 |
|
|
2017
Q1 | $13.5M | Sell |
119,355
-3,735
| -3% | -$424K | 1.25% | 27 |
|
|
2016
Q4 | $12.8M | Sell |
123,090
-12,988
| -10% | -$1.35M | 1.23% | 26 |
|
|
2016
Q3 | $12.6M | Sell |
136,078
-4,216
| -3% | -$391K | 1.21% | 26 |
|
|
2016
Q2 | $13.7M | Sell |
140,294
-10,959
| -7% | -$1.07M | 1.37% | 26 |
|
|
2016
Q1 | $15M | Sell |
151,253
-2,607
| -2% | -$259K | 1.39% | 26 |
|
|
2015
Q4 | $16.2M | Sell |
153,860
-3,140
| -2% | -$330K | 1.47% | 24 |
|
|
2015
Q3 | $16M | Sell |
157,000
-3,305
| -2% | -$338K | 1.69% | 22 |
|
|
2015
Q2 | $18.3M | Sell |
160,305
-1,667
| -1% | -$190K | 1.56% | 24 |
|
|
2015
Q1 | $17M | Sell |
161,972
-2,196
| -1% | -$230K | 1.39% | 28 |
|
|
2014
Q4 | $15.5M | Sell |
164,168
-1,167
| -0.7% | -$110K | 1.4% | 27 |
|
|
2014
Q3 | $14.7M | Sell |
165,335
-1,330
| -0.8% | -$118K | 3.62% | 9 |
|
|
2014
Q2 | $14.3M | Buy |
166,665
+1,131
| +0.7% | +$97K | 3.48% | 9 |
|
|
2014
Q1 | $13.3M | Sell |
165,534
-2,723
| -2% | -$218K | 3.31% | 12 |
|
|
2013
Q4 | $12.9M | Buy |
168,257
+460
| +0.3% | +$35.1K | 3.28% | 12 |
|
|
2013
Q3 | $10.8M | Buy |
167,797
+1,155
| +0.7% | +$74.5K | 3.04% | 18 |
|
|
2013
Q2 | $10.5M | Buy |
+166,642
| New | +$10.5M | 2.92% | 19 |
|