Silver Oak Securities’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 | $1.28M | Buy |
10,351
+14
| +0.1% | +$1.74K | 0.1% | 204 |
|
|
2025
Q1 | $1.01M | Sell |
10,337
-67
| -0.6% | -$6.57K | 0.09% | 229 |
|
|
2024
Q4 | $1.15M | Buy |
10,404
+2,477
| +31% | +$274K | 0.11% | 202 |
|
|
2024
Q3 | $703K | Buy |
7,927
+1
| +0% | +$89 | 0.07% | 273 |
|
|
2024
Q2 | $787K | Sell |
7,926
-244
| -3% | -$24.2K | 0.12% | 162 |
|
|
2024
Q1 | $1,000K | Buy |
8,170
+238
| +3% | +$29.1K | 0.15% | 144 |
|
|
2023
Q4 | $716K | Buy |
7,932
+5,376
| +210% | +$485K | 0.1% | 222 |
|
|
2023
Q3 | $207K | Sell |
2,556
-3,004
| -54% | -$244K | 0.05% | 283 |
|
|
2023
Q2 | $496K | Buy |
5,560
+53
| +1% | +$4.73K | 0.08% | 228 |
|
|
2023
Q1 | $551K | Sell |
5,507
-443
| -7% | -$44.3K | 0.09% | 180 |
|
|
2022
Q4 | $517K | Buy |
5,950
+3,394
| +133% | +$295K | 0.1% | 149 |
|
|
2022
Q3 | $207K | Sell |
2,556
-3,280
| -56% | -$266K | 0.05% | 283 |
|
|
2022
Q2 | $599K | Buy |
5,836
+78
| +1% | +$8.01K | 0.13% | 118 |
|
|
2022
Q1 | $759K | Buy |
+5,758
| New | +$759K | 0.15% | 133 |
|