OBWG
Onyx Bridge Wealth Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $822K | Sell |
6,631
-622
| -9% | -$77.1K | 0.11% | 131 |
|
|
2025
Q1 | $716K | Sell |
7,253
-378
| -5% | -$37.3K | 0.1% | 127 |
|
|
2024
Q4 | $850K | Sell |
7,631
-717
| -9% | -$79.8K | 0.12% | 113 |
|
|
2024
Q3 | $803K | Sell |
8,348
-144
| -2% | -$13.9K | 0.12% | 122 |
|
|
2024
Q2 | $843K | Sell |
8,492
-180
| -2% | -$17.9K | 0.14% | 107 |
|
|
2024
Q1 | $978K | Sell |
8,672
-3,575
| -29% | -$403K | 0.17% | 96 |
|
|
2023
Q4 | $1.11M | Buy |
12,247
+463
| +4% | +$41.8K | 0.22% | 67 |
|
|
2023
Q3 | $955K | Buy |
11,784
+430
| +4% | +$34.9K | 0.22% | 72 |
|
|
2023
Q2 | $1.01M | Buy |
11,354
+2,832
| +33% | +$253K | 0.24% | 78 |
|
|
2023
Q1 | $853K | Buy |
8,522
+1,935
| +29% | +$194K | 0.34% | 55 |
|
|
2022
Q4 | $619K | Buy |
6,587
+2,029
| +45% | +$191K | 0.25% | 58 |
|
|
2022
Q3 | $426K | Sell |
4,558
-707
| -13% | -$66.1K | 0.19% | 88 |
|
|
2022
Q2 | $541K | Sell |
5,265
-2,090
| -28% | -$215K | 0.24% | 57 |
|
|
2022
Q1 | $847K | Sell |
7,355
-314
| -4% | -$36.2K | 0.32% | 36 |
|
|
2021
Q4 | $1.2M | Buy |
7,669
+492
| +7% | +$77.1K | 0.41% | 29 |
|
|
2021
Q3 | $1.23M | Buy |
7,177
+1,067
| +17% | +$183K | 0.46% | 23 |
|
|
2021
Q2 | $1.1M | Buy |
6,110
+2,177
| +55% | +$391K | 0.47% | 21 |
|
|
2021
Q1 | $726K | Buy |
3,933
+36
| +0.9% | +$6.65K | 0.36% | 33 |
|
|
2020
Q4 | $706K | Buy |
+3,897
| New | +$706K | 0.46% | 27 |
|