Opes Wealth Management’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 | $399K | Sell |
3,221
-140
| -4% | -$17.4K | 0.07% | 105 |
|
|
2025
Q1 | $332K | Sell |
3,361
-118
| -3% | -$11.6K | 0.07% | 107 |
|
|
2024
Q4 | $387K | Buy |
3,479
+626
| +22% | +$69.7K | 0.08% | 99 |
|
|
2024
Q3 | $274K | Buy |
2,853
+475
| +20% | +$45.7K | 0.05% | 116 |
|
|
2024
Q2 | $236K | Sell |
2,378
-55
| -2% | -$5.46K | 0.05% | 121 |
|
|
2024
Q1 | $298K | Sell |
2,433
-78
| -3% | -$9.54K | 0.07% | 106 |
|
|
2023
Q4 | $227K | Sell |
2,511
-236
| -9% | -$21.3K | 0.05% | 120 |
|
|
2023
Q3 | $223K | Buy |
2,747
+318
| +13% | +$25.8K | 0.06% | 114 |
|
|
2023
Q2 | $217K | Buy |
2,429
+55
| +2% | +$4.91K | 0.06% | 116 |
|
|
2023
Q1 | $238K | Buy |
+2,374
| New | +$238K | 0.08% | 98 |
|
|
2022
Q4 | – | Sell |
-2,207
| Closed | -$208K | – | 104 |
|
|
2022
Q3 | $208K | Hold |
2,207
| – | – | 0.08% | 88 |
|
|
2022
Q2 | $208K | Buy |
2,207
+620
| +39% | +$58.4K | 0.08% | 92 |
|
|
2022
Q1 | $218K | Sell |
1,587
-155
| -9% | -$21.3K | 0.07% | 98 |
|
|
2021
Q4 | $270K | Buy |
1,742
+17
| +1% | +$2.64K | 0.08% | 92 |
|
|
2021
Q3 | $292K | Hold |
1,725
| – | – | 0.1% | 81 |
|
|
2021
Q2 | $303K | Sell |
1,725
-115
| -6% | -$20.2K | 0.11% | 72 |
|
|
2021
Q1 | $340K | Sell |
1,840
-87
| -5% | -$16.1K | 0.13% | 68 |
|
|
2020
Q4 | $349K | Buy |
1,927
+132
| +7% | +$23.9K | 0.17% | 59 |
|
|
2020
Q3 | $223K | Sell |
1,795
-200
| -10% | -$24.8K | 0.11% | 72 |
|
|
2020
Q2 | $222K | Buy |
+1,995
| New | +$222K | 0.11% | 63 |
|
|
2020
Q1 | – | Sell |
-1,698
| Closed | -$246K | – | 48 |
|
|
2019
Q4 | $246K | Sell |
1,698
-23
| -1% | -$3.33K | 0.15% | 43 |
|
|
2019
Q3 | $224K | Buy |
1,721
+140
| +9% | +$18.2K | 0.15% | 47 |
|
|
2019
Q2 | $221K | Buy |
+1,581
| New | +$221K | 0.15% | 46 |
|