Octavia Wealth Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Sell |
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|
2025
Q1 | $498K | Buy |
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|
2024
Q4 | $539K | Sell |
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|
2024
Q3 | $556K | Sell |
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|
2024
Q2 | $906K | Sell |
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|
2024
Q1 | $1.34M | Buy |
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|
2023
Q4 | $980K | Sell |
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|
2023
Q3 | $890K | Buy |
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|
2023
Q2 | $822K | Buy |
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|
2023
Q1 | $908K | Sell |
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|
2022
Q4 | $791K | Buy |
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|
2022
Q3 | $848K | Sell |
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|
2022
Q2 | $861K | Buy |
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|
2022
Q1 | $1.12M | Sell |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $1.24M | Buy |
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|
2021
Q2 | $1.26M | Buy |
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|
2021
Q1 | $1.13M | Sell |
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|
2020
Q4 | $1.15M | Buy |
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