One Wealth Management Investment & Advisory Services’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,143
Closed -$213K 65
2024
Q2
$213K Buy
2,143
+266
+14% +$26.4K 0.08% 121
2024
Q1
$230K Sell
1,877
-1,489
-44% -$182K 0.09% 117
2023
Q4
$304K Buy
+3,366
New +$304K 0.14% 92