OWA
Opal Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $803K | Buy |
6,479
+377
| +6% | +$46.8K | 0.22% | 48 |
|
|
2025
Q1 | $602K | Sell |
6,102
-2,484
| -29% | -$245K | 0.19% | 66 |
|
|
2024
Q4 | $956K | Buy |
8,586
+2,029
| +31% | +$226K | 0.29% | 47 |
|
|
2024
Q3 | $631K | Sell |
6,557
-74
| -1% | -$7.12K | 0.2% | 67 |
|
|
2024
Q2 | $658K | Sell |
6,631
-534
| -7% | -$53K | 0.21% | 59 |
|
|
2024
Q1 | $877K | Buy |
7,165
+40
| +0.6% | +$4.89K | 0.3% | 45 |
|
|
2023
Q4 | $643K | Buy |
7,125
+954
| +15% | +$86.1K | 0.25% | 63 |
|
|
2023
Q3 | $500K | Buy |
6,171
+2,559
| +71% | +$207K | 0.29% | 55 |
|
|
2023
Q2 | $322K | Buy |
+3,612
| New | +$322K | 0.16% | 83 |
|
|
2023
Q1 | – | Sell |
-2,679
| Closed | -$233K | – | 120 |
|
|
2022
Q4 | $233K | Sell |
2,679
-523
| -16% | -$45.4K | 0.13% | 105 |
|
|
2022
Q3 | $302K | Sell |
3,202
-301
| -9% | -$28.4K | 0.22% | 64 |
|
|
2022
Q2 | $331K | Buy |
3,503
+149
| +4% | +$14.1K | 0.22% | 60 |
|
|
2022
Q1 | $460K | Sell |
3,354
-349
| -9% | -$47.9K | 0.4% | 33 |
|
|
2021
Q4 | $574K | Sell |
3,703
-2,479
| -40% | -$384K | 0.36% | 47 |
|
|
2021
Q3 | $1.05M | Buy |
6,182
+1,117
| +22% | +$189K | 1.01% | 18 |
|
|
2021
Q2 | $890K | Buy |
5,065
+83
| +2% | +$14.6K | 0.83% | 22 |
|
|
2021
Q1 | $919K | Buy |
4,982
+1,712
| +52% | +$316K | 1% | 16 |
|
|
2020
Q4 | $592K | Buy |
+3,270
| New | +$592K | 0.74% | 22 |
|