Oxford Financial Group’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 | $658K | Buy |
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|
2025
Q1 | $489K | Sell |
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|
2024
Q4 | $574K | Sell |
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|
2024
Q3 | $511K | Sell |
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|
2024
Q2 | $582K | Buy |
|
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|
2024
Q1 | $691K | Sell |
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|
2023
Q4 | $625K | Buy |
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|
2023
Q3 | $415K | Sell |
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|
2023
Q2 | $627K | Buy |
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|
2023
Q1 | $583K | Sell |
|
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|
2022
Q4 | $568K | Buy |
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|
2022
Q3 | $449K | Sell |
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|
2022
Q2 | $486K | Buy |
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|
2022
Q1 | $706K | Sell |
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|
2021
Q4 | $851K | Buy |
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|
2021
Q3 | $889K | Sell |
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|
2021
Q2 | $1.75M | Buy |
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|
2021
Q1 | $1.73M | Sell |
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|
2020
Q4 | $1.71M | Sell |
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|
2020
Q3 | $1.17M | Sell |
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|
2020
Q2 | $1.17M | Sell |
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|
2020
Q1 | $1.2M | Buy |
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