OBWP
O'Brien Wealth Partners’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.8K | Buy |
+700
| New | +$86.8K | 0.01% | 62 |
|
|
2024
Q2 | – | Sell |
-418
| Closed | -$51.1K | – | 64 |
|
|
2024
Q1 | $51.1K | Buy |
+418
| New | +$51.1K | 0.01% | 56 |
|
|
2018
Q4 | – | Sell |
-385
| Closed | -$45K | – | 95 |
|
|
2018
Q3 | $45K | Buy |
385
+7
| +2% | +$818 | 0.03% | 77 |
|
|
2018
Q2 | $40K | Hold |
378
| – | – | 0.03% | 42 |
|
|
2018
Q1 | $38K | Buy |
+378
| New | +$38K | 0.03% | 70 |
|