Oxford Financial Group’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 | $658K | Buy |
5,303
+352
| +7% | +$43.7K | 0.04% | 110 |
|
|
2025
Q1 | $489K | Sell |
4,951
-206
| -4% | -$20.3K | 0.03% | 134 |
|
|
2024
Q4 | $574K | Sell |
5,157
-158
| -3% | -$17.6K | 0.04% | 129 |
|
|
2024
Q3 | $511K | Sell |
5,315
-542
| -9% | -$52.1K | 0.03% | 138 |
|
|
2024
Q2 | $582K | Buy |
5,857
+208
| +4% | +$20.7K | 0.04% | 134 |
|
|
2024
Q1 | $691K | Sell |
5,649
-1,276
| -18% | -$156K | 0.05% | 102 |
|
|
2023
Q4 | $625K | Buy |
6,925
+1,799
| +35% | +$162K | 0.05% | 112 |
|
|
2023
Q3 | $415K | Sell |
5,126
-1,893
| -27% | -$153K | 0.04% | 145 |
|
|
2023
Q2 | $627K | Buy |
7,019
+1,197
| +21% | +$107K | 0.06% | 116 |
|
|
2023
Q1 | $583K | Sell |
5,822
-713
| -11% | -$71.4K | 0.07% | 96 |
|
|
2022
Q4 | $568K | Buy |
6,535
+1,780
| +37% | +$155K | 0.07% | 99 |
|
|
2022
Q3 | $449K | Sell |
4,755
-395
| -8% | -$37.3K | 0.07% | 109 |
|
|
2022
Q2 | $486K | Buy |
5,150
+4
| +0.1% | +$377 | 0.07% | 107 |
|
|
2022
Q1 | $706K | Sell |
5,146
-349
| -6% | -$47.9K | 0.09% | 94 |
|
|
2021
Q4 | $851K | Buy |
5,495
+240
| +5% | +$37.2K | 0.1% | 90 |
|
|
2021
Q3 | $889K | Sell |
5,255
-4,719
| -47% | -$798K | 0.11% | 79 |
|
|
2021
Q2 | $1.75M | Buy |
9,974
+575
| +6% | +$101K | 0.24% | 44 |
|
|
2021
Q1 | $1.73M | Sell |
9,399
-20
| -0.2% | -$3.69K | 0.24% | 36 |
|
|
2020
Q4 | $1.71M | Sell |
9,419
-25
| -0.3% | -$4.53K | 0.25% | 39 |
|
|
2020
Q3 | $1.17M | Sell |
9,444
-1,037
| -10% | -$129K | 0.19% | 46 |
|
|
2020
Q2 | $1.17M | Sell |
10,481
-1,913
| -15% | -$213K | 0.2% | 49 |
|
|
2020
Q1 | $1.2M | Buy |
+12,394
| New | +$1.2M | 0.24% | 44 |
|