One Wealth Advisors’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 | $513K | Buy |
4,139
+805
| +24% | +$99.8K | 0.07% | 152 |
|
|
2025
Q1 | $329K | Buy |
3,334
+1,192
| +56% | +$118K | 0.05% | 196 |
|
|
2024
Q4 | $239K | Buy |
+2,142
| New | +$239K | 0.04% | 216 |
|
|
2023
Q1 | – | Sell |
-340
| Closed | -$29.6K | – | 304 |
|
|
2022
Q4 | $29.6K | Buy |
+340
| New | +$29.6K | 0.01% | 480 |
|
|
2019
Q2 | – | Sell |
-5,080
| Closed | -$564K | – | 210 |
|
|
2019
Q1 | $564K | Sell |
5,080
-87
| -2% | -$9.66K | 0.46% | 30 |
|
|
2018
Q4 | $567K | Buy |
5,167
+311
| +6% | +$34.1K | 0.56% | 18 |
|
|
2018
Q3 | $568K | Sell |
4,856
-37
| -0.8% | -$4.33K | 0.43% | 31 |
|
|
2018
Q2 | $513K | Buy |
4,893
+2,136
| +77% | +$224K | 0.41% | 29 |
|
|
2018
Q1 | $277K | Buy |
2,757
+564
| +26% | +$56.7K | 0.24% | 77 |
|
|
2017
Q4 | $236K | Buy |
+2,193
| New | +$236K | 0.19% | 90 |
|