Okabena Investment Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
10,156
-2,051
| -17% | -$254K | 0.28% | 63 |
|
|
2025
Q1 | $1.2M | Buy |
12,207
+585
| +5% | +$57.7K | 0.3% | 60 |
|
|
2024
Q4 | $1.29M | Buy |
11,622
+866
| +8% | +$96.4K | 0.36% | 55 |
|
|
2024
Q3 | $1.03M | Buy |
10,756
+2,163
| +25% | +$208K | 0.29% | 64 |
|
|
2024
Q2 | $853K | Buy |
+8,593
| New | +$853K | 0.27% | 68 |
|
|
2023
Q4 | – | Sell |
-200
| Closed | -$16.2K | – | 112 |
|
|
2023
Q3 | $16.2K | Hold |
200
| – | – | 0.01% | 75 |
|
|
2023
Q2 | $17.9K | Buy |
200
+120
| +150% | +$10.7K | 0.01% | 100 |
|
|
2023
Q1 | $13.2K | Sell |
80
-120
| -60% | -$19.9K | 0.01% | 87 |
|
|
2022
Q4 | $17.4K | Hold |
200
| – | – | 0.01% | 114 |
|
|
2022
Q3 | $19K | Hold |
200
| – | – | 0.01% | 145 |
|
|
2022
Q2 | $19K | Sell |
200
-7,434
| -97% | -$706K | 0.01% | 149 |
|
|
2022
Q1 | $1.05M | Buy |
7,634
+7,434
| +3,717% | +$1.02M | 0.44% | 62 |
|
|
2021
Q4 | $31K | Hold |
200
| – | – | 0.01% | 170 |
|
|
2021
Q3 | $34K | Hold |
200
| – | – | 0.02% | 97 |
|
|
2021
Q2 | $35K | Sell |
200
-6,589
| -97% | -$1.15M | 0.02% | 91 |
|
|
2021
Q1 | $1.25M | Buy |
6,789
+6,589
| +3,295% | +$1.22M | 0.67% | 38 |
|
|
2020
Q4 | $1.11M | Sell |
200
-8,723
| -98% | -$48.3M | 0.65% | 43 |
|
|
2020
Q3 | $1.11M | Hold |
8,923
| – | – | 0.85% | 45 |
|
|
2020
Q2 | $995K | Buy |
+8,923
| New | +$995K | 0.87% | 40 |
|