OIA
Optimum Investment Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $973K | Sell |
7,848
-600
| -7% | -$74.4K | 0.42% | 51 |
|
|
2025
Q1 | $834K | Sell |
8,448
-75
| -0.9% | -$7.4K | 0.39% | 58 |
|
|
2024
Q4 | $949K | Sell |
8,523
-300
| -3% | -$33.4K | 0.42% | 49 |
|
|
2024
Q3 | $849K | Sell |
8,823
-500
| -5% | -$48.1K | 0.37% | 56 |
|
|
2024
Q2 | $926K | Sell |
9,323
-260
| -3% | -$25.8K | 0.42% | 54 |
|
|
2024
Q1 | $1.17M | Hold |
9,583
| – | – | 0.54% | 39 |
|
|
2023
Q4 | $865K | Sell |
9,583
-887
| -8% | -$80.1K | 0.44% | 56 |
|
|
2023
Q3 | $849K | Sell |
10,470
-539
| -5% | -$43.7K | 0.43% | 56 |
|
|
2023
Q2 | $983K | Sell |
11,009
-1,500
| -12% | -$134K | 0.48% | 50 |
|
|
2023
Q1 | $1.25M | Buy |
12,509
+125
| +1% | +$12.5K | 0.66% | 30 |
|
|
2022
Q4 | $1.08M | Sell |
12,384
-935
| -7% | -$81.2K | 0.58% | 38 |
|
|
2022
Q3 | $1.26M | Sell |
13,319
-650
| -5% | -$61.3K | 0.68% | 27 |
|
|
2022
Q2 | $1.32M | Sell |
13,969
-315
| -2% | -$29.7K | 0.66% | 32 |
|
|
2022
Q1 | $1.96M | Sell |
14,284
-1,142
| -7% | -$157K | 0.83% | 22 |
|
|
2021
Q4 | $2.39M | Buy |
15,426
+890
| +6% | +$138K | 0.93% | 19 |
|
|
2021
Q3 | $2.46M | Sell |
14,536
-1,107
| -7% | -$187K | 1.04% | 15 |
|
|
2021
Q2 | $2.75M | Sell |
15,643
-200
| -1% | -$35.2K | 0.86% | 23 |
|
|
2021
Q1 | $2.92M | Buy |
15,843
+865
| +6% | +$160K | 0.86% | 23 |
|
|
2020
Q4 | $2.71M | Buy |
14,978
+60
| +0.4% | +$10.9K | 0.82% | 24 |
|
|
2020
Q3 | $1.85M | Sell |
14,918
-2,225
| -13% | -$276K | 0.62% | 36 |
|
|
2020
Q2 | $1.91M | Sell |
17,143
-138
| -0.8% | -$15.4K | 0.67% | 30 |
|
|
2020
Q1 | $1.67M | Buy |
17,281
+2,392
| +16% | +$231K | 0.68% | 28 |
|
|
2019
Q4 | $2.15M | Buy |
14,889
+79
| +0.5% | +$11.4K | 0.64% | 29 |
|
|
2019
Q3 | $1.93M | Buy |
14,810
+1,435
| +11% | +$187K | 0.61% | 31 |
|
|
2019
Q2 | $1.87M | Buy |
13,375
+1,707
| +15% | +$238K | 0.61% | 32 |
|
|
2019
Q1 | $1.3M | Buy |
11,668
+94
| +0.8% | +$10.4K | 0.43% | 57 |
|
|
2018
Q4 | $1.27M | Sell |
11,574
-422
| -4% | -$46.3K | 0.44% | 55 |
|
|
2018
Q3 | $1.4M | Buy |
11,996
+240
| +2% | +$28.1K | 0.39% | 64 |
|
|
2018
Q2 | $1.23M | Buy |
11,756
+420
| +4% | +$44K | 0.36% | 73 |
|
|
2018
Q1 | $1.14M | Buy |
11,336
+388
| +4% | +$39K | 0.33% | 78 |
|
|
2017
Q4 | $1.18M | Sell |
10,948
-1,128
| -9% | -$121K | 0.37% | 74 |
|
|
2017
Q3 | $1.19M | Sell |
12,076
-44
| -0.4% | -$4.34K | 0.4% | 69 |
|
|
2017
Q2 | $1.29M | Sell |
12,120
-366
| -3% | -$38.9K | 0.45% | 62 |
|
|
2017
Q1 | $1.42M | Sell |
12,486
-289
| -2% | -$32.8K | 0.5% | 53 |
|
|
2016
Q4 | $1.33M | Sell |
12,775
-105
| -0.8% | -$10.9K | 0.5% | 53 |
|
|
2016
Q3 | $1.2M | Buy |
12,880
+276
| +2% | +$25.6K | 0.45% | 60 |
|
|
2016
Q2 | $1.23M | Sell |
12,604
-486
| -4% | -$47.5K | 0.48% | 56 |
|
|
2016
Q1 | $1.3M | Sell |
13,090
-378
| -3% | -$37.5K | 0.51% | 54 |
|
|
2015
Q4 | $1.42M | Sell |
13,468
-3,608
| -21% | -$379K | 0.55% | 47 |
|
|
2015
Q3 | $1.75M | Buy |
+17,076
| New | +$1.75M | 0.7% | 30 |
|
|
2015
Q1 | $1.79M | Buy |
17,066
+317
| +2% | +$33.2K | 0.57% | 33 |
|
|
2014
Q4 | $1.58M | Sell |
16,749
-249
| -1% | -$23.5K | 0.51% | 44 |
|
|
2014
Q3 | $1.51M | Sell |
16,998
-50
| -0.3% | -$4.45K | 0.5% | 45 |
|
|
2014
Q2 | $1.46M | Buy |
17,048
+80
| +0.5% | +$6.86K | 0.47% | 55 |
|
|
2014
Q1 | $1.36M | Sell |
16,968
-248
| -1% | -$19.9K | 0.51% | 49 |
|
|
2013
Q4 | $1.32M | Buy |
17,216
+525
| +3% | +$40.1K | 0.49% | 53 |
|
|
2013
Q3 | $1.08M | Buy |
+16,691
| New | +$1.08M | 0.44% | 66 |
|