Opes Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Sell |
|
|||||
|
2025
Q1 | $332K | Sell |
|
|||||
|
2024
Q4 | $387K | Buy |
|
|||||
|
2024
Q3 | $274K | Buy |
|
|||||
|
2024
Q2 | $236K | Sell |
|
|||||
|
2024
Q1 | $298K | Sell |
|
|||||
|
2023
Q4 | $227K | Sell |
|
|||||
|
2023
Q3 | $223K | Buy |
|
|||||
|
2023
Q2 | $217K | Buy |
|
|||||
|
2023
Q1 | $238K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $208K | Hold |
|
|||||
|
2022
Q2 | $208K | Buy |
|
|||||
|
2022
Q1 | $218K | Sell |
|
|||||
|
2021
Q4 | $270K | Buy |
|
|||||
|
2021
Q3 | $292K | Hold |
|
|||||
|
2021
Q2 | $303K | Sell |
|
|||||
|
2021
Q1 | $340K | Sell |
|
|||||
|
2020
Q4 | $349K | Buy |
|
|||||
|
2020
Q3 | $223K | Sell |
|
|||||
|
2020
Q2 | $222K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $246K | Sell |
|
|||||
|
2019
Q3 | $224K | Buy |
|
|||||
|
2019
Q2 | $221K | Buy |
|