OWA
Octavia Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Sell |
4,390
-658
| -13% | -$81.6K | 0.06% | 108 |
|
|
2025
Q1 | $498K | Buy |
5,048
+231
| +5% | +$22.8K | 0.06% | 118 |
|
|
2024
Q4 | $539K | Sell |
4,817
-962
| -17% | -$108K | 0.07% | 111 |
|
|
2024
Q3 | $556K | Sell |
5,779
-3,348
| -37% | -$322K | 0.07% | 106 |
|
|
2024
Q2 | $906K | Sell |
9,127
-1,845
| -17% | -$183K | 0.12% | 79 |
|
|
2024
Q1 | $1.34M | Buy |
10,972
+151
| +1% | +$18.5K | 0.2% | 57 |
|
|
2023
Q4 | $980K | Sell |
10,821
-165
| -2% | -$14.9K | 0.17% | 74 |
|
|
2023
Q3 | $890K | Buy |
10,986
+1,778
| +19% | +$144K | 0.18% | 70 |
|
|
2023
Q2 | $822K | Buy |
9,208
+135
| +1% | +$12.1K | 0.17% | 71 |
|
|
2023
Q1 | $908K | Sell |
9,073
-37
| -0.4% | -$3.71K | 0.2% | 63 |
|
|
2022
Q4 | $791K | Buy |
9,110
+117
| +1% | +$10.2K | 0.2% | 66 |
|
|
2022
Q3 | $848K | Sell |
8,993
-84
| -0.9% | -$7.92K | 0.23% | 65 |
|
|
2022
Q2 | $861K | Buy |
9,077
+942
| +12% | +$89.4K | 0.23% | 66 |
|
|
2022
Q1 | $1.12M | Sell |
8,135
-129
| -2% | -$17.7K | 0.25% | 59 |
|
|
2021
Q4 | $1.28M | Buy |
8,264
+969
| +13% | +$150K | 0.28% | 56 |
|
|
2021
Q3 | $1.24M | Buy |
7,295
+152
| +2% | +$25.7K | 0.32% | 55 |
|
|
2021
Q2 | $1.26M | Buy |
7,143
+1,008
| +16% | +$177K | 0.33% | 58 |
|
|
2021
Q1 | $1.13M | Sell |
6,135
-202
| -3% | -$37.3K | 0.34% | 59 |
|
|
2020
Q4 | $1.15M | Buy |
+6,337
| New | +$1.15M | 0.37% | 56 |
|