Oxler Private Wealth’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
Q3
$692K Sell
2025
Q2
$757K Sell
2025
Q1
$664K Buy
2024
Q4
$729K Sell
2024
Q3
$706K Sell
2024
Q2
$734K Sell
2024
Q1
$919K Sell
2023
Q4
$688K Sell
2023
Q3
$663K Sell
2023
Q2
$786K Buy
2023
Q1
$872K Sell
2022
Q4
$1.12M Sell
2022
Q3
$1.25M Sell
2022
Q2
$1.29M Hold
2022
Q1
$1.87M Hold
2021
Q4
$2.11M Sell
2021
Q3
$2.38M Hold
2021
Q2
$2.48M Hold
2021
Q1
$2.6M Buy
2020
Q4
$2.44M Buy