OA
Operose Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5K | Sell |
173
-17
| -9% | -$2.11K | 0.01% | 292 |
|
|
2025
Q1 | $18.8K | Buy |
190
+5
| +3% | +$494 | 0.01% | 284 |
|
|
2024
Q4 | $20.6K | Sell |
185
-441
| -70% | -$49.2K | 0.01% | 271 |
|
|
2024
Q3 | $60.2K | Buy |
626
+21
| +3% | +$2.02K | 0.02% | 248 |
|
|
2024
Q2 | $60.1K | Sell |
605
-240
| -28% | -$23.8K | 0.02% | 222 |
|
|
2024
Q1 | $103K | Sell |
845
-37
| -4% | -$4.53K | 0.03% | 193 |
|
|
2023
Q4 | $79.6K | Sell |
882
-1,057
| -55% | -$95.4K | 0.03% | 178 |
|
|
2023
Q3 | $157K | Buy |
1,939
+1,620
| +508% | +$131K | 0.06% | 159 |
|
|
2023
Q2 | $28.5K | Hold |
319
| – | – | 0.01% | 201 |
|
|
2023
Q1 | $31.9K | Hold |
319
| – | – | 0.02% | 187 |
|
|
2022
Q4 | $27.7K | Buy |
319
+37
| +13% | +$3.21K | 0.01% | 196 |
|
|
2022
Q3 | $27K | Sell |
282
-283
| -50% | -$27.1K | 0.02% | 195 |
|
|
2022
Q2 | $53K | Sell |
565
-70
| -11% | -$6.57K | 0.04% | 136 |
|
|
2022
Q1 | $87K | Buy |
635
+335
| +112% | +$45.9K | 0.06% | 116 |
|
|
2021
Q4 | $46K | Buy |
+300
| New | +$46K | 0.04% | 145 |
|