Okabena Investment Services’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
$1.26M Sell
2025
Q1
$1.2M Buy
2024
Q4
$1.29M Buy
2024
Q3
$1.03M Buy
2024
Q2
$853K Buy
2023
Q4
Sell
2023
Q3
$16.2K Hold
2023
Q2
$17.9K Buy
2023
Q1
$13.2K Sell
2022
Q4
$17.4K Hold
2022
Q3
$19K Hold
2022
Q2
$19K Sell
2022
Q1
$1.05M Buy
2021
Q4
$31K Hold
2021
Q3
$34K Hold
2021
Q2
$35K Sell
2021
Q1
$1.25M Buy
2020
Q4
$1.11M Sell
2020
Q3
$1.11M Hold
2020
Q2
$995K Buy