Oxler Private Wealth’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 | $757K | Sell |
6,104
-624
| -9% | -$77.4K | 0.24% | 49 |
|
|
2025
Q1 | $664K | Buy |
6,728
+180
| +3% | +$17.8K | 0.23% | 54 |
|
|
2024
Q4 | $729K | Sell |
6,548
-795
| -11% | -$88.5K | 0.24% | 51 |
|
|
2024
Q3 | $706K | Sell |
7,343
-46
| -0.6% | -$4.43K | 0.25% | 53 |
|
|
2024
Q2 | $734K | Sell |
7,389
-118
| -2% | -$11.7K | 0.27% | 52 |
|
|
2024
Q1 | $919K | Sell |
7,507
-112
| -1% | -$13.7K | 0.36% | 47 |
|
|
2023
Q4 | $688K | Sell |
7,619
-561
| -7% | -$50.7K | 0.57% | 30 |
|
|
2023
Q3 | $663K | Sell |
8,180
-625
| -7% | -$50.7K | 0.33% | 60 |
|
|
2023
Q2 | $786K | Buy |
8,805
+92
| +1% | +$8.21K | 0.37% | 57 |
|
|
2023
Q1 | $872K | Sell |
8,713
-4,125
| -32% | -$413K | 0.43% | 50 |
|
|
2022
Q4 | $1.12M | Sell |
12,838
-375
| -3% | -$32.6K | 0.6% | 43 |
|
|
2022
Q3 | $1.25M | Sell |
13,213
-435
| -3% | -$41K | 0.7% | 39 |
|
|
2022
Q2 | $1.29M | Hold |
13,648
| – | – | 0.62% | 41 |
|
|
2022
Q1 | $1.87M | Hold |
13,648
| – | – | 0.84% | 35 |
|
|
2021
Q4 | $2.11M | Sell |
13,648
-454
| -3% | -$70.3K | 0.88% | 31 |
|
|
2021
Q3 | $2.39M | Hold |
14,102
| – | – | 1.05% | 24 |
|
|
2021
Q2 | $2.48M | Hold |
14,102
| – | – | 1.08% | 22 |
|
|
2021
Q1 | $2.6M | Buy |
14,102
+633
| +5% | +$117K | 1.32% | 19 |
|
|
2020
Q4 | $2.44M | Buy |
+13,469
| New | +$2.44M | 1.38% | 20 |
|