OneDigital Investment 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 | $4.42M | Sell |
35,666
-5,051
| -12% | -$626K | 0.05% | 262 |
|
|
2025
Q1 | $4.02M | Buy |
40,717
+129
| +0.3% | +$12.7K | 0.05% | 266 |
|
|
2024
Q4 | $4.52M | Sell |
40,588
-2,058
| -5% | -$229K | 0.05% | 260 |
|
|
2024
Q3 | $4.1M | Sell |
42,646
-4,753
| -10% | -$457K | 0.05% | 278 |
|
|
2024
Q2 | $4.71M | Buy |
47,399
+7,788
| +20% | +$773K | 0.06% | 245 |
|
|
2024
Q1 | $4.85M | Sell |
39,611
-1,675
| -4% | -$205K | 0.08% | 204 |
|
|
2023
Q4 | $3.73M | Buy |
41,286
+11,831
| +40% | +$1.07M | 0.07% | 219 |
|
|
2023
Q3 | $2.39M | Sell |
29,455
-1,751
| -6% | -$142K | 0.05% | 248 |
|
|
2023
Q2 | $2.79M | Sell |
31,206
-738
| -2% | -$65.9K | 0.06% | 219 |
|
|
2023
Q1 | $3.2M | Buy |
31,944
+1,059
| +3% | +$106K | 0.08% | 197 |
|
|
2022
Q4 | $2.68M | Buy |
30,885
+4,893
| +19% | +$425K | 0.08% | 208 |
|
|
2022
Q3 | $2.45M | Buy |
25,992
+1,774
| +7% | +$167K | 0.09% | 161 |
|
|
2022
Q2 | $2.29M | Sell |
24,218
-3,784
| -14% | -$357K | 0.1% | 142 |
|
|
2022
Q1 | $3.84M | Buy |
28,002
+3,212
| +13% | +$441K | 0.15% | 97 |
|
|
2021
Q4 | $3.84M | Buy |
24,790
+501
| +2% | +$77.6K | 0.14% | 97 |
|
|
2021
Q3 | $4.11M | Buy |
24,289
+1,107
| +5% | +$187K | 0.16% | 84 |
|
|
2021
Q2 | $4.08M | Sell |
23,182
-1,543
| -6% | -$271K | 0.17% | 82 |
|
|
2021
Q1 | $4.56M | Buy |
24,725
+1,644
| +7% | +$303K | 0.21% | 71 |
|
|
2020
Q4 | $4.18M | Sell |
23,081
-832
| -3% | -$151K | 0.22% | 68 |
|
|
2020
Q3 | $2.97M | Sell |
23,913
-10,767
| -31% | -$1.34M | 0.21% | 85 |
|
|
2020
Q2 | $3.87M | Buy |
34,680
+1,556
| +5% | +$174K | 0.28% | 75 |
|
|
2020
Q1 | $3.2M | Buy |
33,124
+6,547
| +25% | +$632K | 0.28% | 77 |
|
|
2019
Q4 | $3.84M | Sell |
26,577
-254
| -0.9% | -$36.7K | 0.3% | 72 |
|
|
2019
Q3 | $3.5M | Buy |
26,831
+5,405
| +25% | +$704K | 0.31% | 77 |
|
|
2019
Q2 | $2.99M | Buy |
21,426
+10,834
| +102% | +$1.51M | 0.23% | 69 |
|
|
2019
Q1 | $1.18M | Buy |
10,592
+44
| +0.4% | +$4.89K | 0.17% | 102 |
|
|
2018
Q4 | $1.16M | Buy |
10,548
+3,905
| +59% | +$428K | 0.2% | 98 |
|
|
2018
Q3 | $777K | Buy |
6,643
+264
| +4% | +$30.9K | 0.18% | 77 |
|
|
2018
Q2 | $669K | Buy |
6,379
+300
| +5% | +$31.5K | 0.14% | 96 |
|
|
2018
Q1 | $610K | Sell |
6,079
-111
| -2% | -$11.1K | 0.13% | 110 |
|
|
2017
Q4 | $666K | Buy |
6,190
+454
| +8% | +$48.8K | 0.08% | 109 |
|
|
2017
Q3 | $566K | Buy |
5,736
+175
| +3% | +$17.3K | 0.21% | 69 |
|
|
2017
Q2 | $591K | Buy |
+5,561
| New | +$591K | 0.18% | 92 |
|