OWA
ORBA Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $583K | Buy |
4,698
+590
| +14% | +$73.2K | 0.53% | 44 |
|
|
2025
Q1 | $405K | Hold |
4,108
| – | – | 0.2% | 72 |
|
|
2024
Q4 | $457K | Sell |
4,108
-100
| -2% | -$11.1K | 0.24% | 67 |
|
|
2024
Q3 | $405K | Sell |
4,208
-318
| -7% | -$30.6K | 0.2% | 75 |
|
|
2024
Q2 | $449K | Buy |
4,526
+369
| +9% | +$36.6K | 0.23% | 68 |
|
|
2024
Q1 | $509K | Buy |
4,157
+1,200
| +41% | +$147K | 0.28% | 53 |
|
|
2023
Q4 | $267K | Buy |
+2,957
| New | +$267K | 0.16% | 79 |
|