SkyOak 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 | $351K | Hold |
2,834
| – | – | 0.07% | 156 |
|
|
2025
Q1 | $280K | Buy |
2,834
+7
| +0.2% | +$691 | 0.06% | 179 |
|
|
2024
Q4 | $315K | Sell |
2,827
-400
| -12% | -$44.5K | 0.07% | 173 |
|
|
2024
Q3 | $310K | Sell |
3,227
-1,495
| -32% | -$144K | 0.07% | 163 |
|
|
2024
Q2 | $469K | Sell |
4,722
-805
| -15% | -$79.9K | 0.11% | 122 |
|
|
2024
Q1 | $676K | Buy |
5,527
+6
| +0.1% | +$734 | 0.16% | 98 |
|
|
2023
Q4 | $498K | Sell |
5,521
-52
| -0.9% | -$4.7K | 0.13% | 119 |
|
|
2023
Q3 | $452K | Sell |
5,573
-820
| -13% | -$66.5K | 0.13% | 116 |
|
|
2023
Q2 | $571K | Sell |
6,393
-810
| -11% | -$72.3K | 0.16% | 110 |
|
|
2023
Q1 | $721K | Buy |
7,203
+279
| +4% | +$27.9K | 0.22% | 93 |
|
|
2022
Q4 | $602K | Buy |
6,924
+521
| +8% | +$45.3K | 0.2% | 104 |
|
|
2022
Q3 | $604K | Buy |
6,403
+323
| +5% | +$30.5K | 0.22% | 101 |
|
|
2022
Q2 | $574K | Buy |
6,080
+1,000
| +20% | +$94.4K | 0.2% | 101 |
|
|
2022
Q1 | $697K | Buy |
5,080
+387
| +8% | +$53.1K | 0.19% | 105 |
|
|
2021
Q4 | $727K | Buy |
4,693
+520
| +12% | +$80.6K | 0.18% | 110 |
|
|
2021
Q3 | $706K | Sell |
4,173
-10
| -0.2% | -$1.69K | 0.19% | 107 |
|
|
2021
Q2 | $735K | Hold |
4,183
| – | – | 0.2% | 101 |
|
|
2021
Q1 | $767K | Hold |
4,183
| – | – | 0.21% | 99 |
|
|
2020
Q4 | $758K | Sell |
4,183
-700
| -14% | -$127K | 0.24% | 99 |
|
|
2020
Q3 | $606K | Buy |
4,883
+242
| +5% | +$30K | 0.22% | 106 |
|
|
2020
Q2 | $518K | Buy |
4,641
+235
| +5% | +$26.2K | 0.19% | 123 |
|
|
2020
Q1 | $426K | Sell |
4,406
-943
| -18% | -$91.2K | 0.22% | 109 |
|
|
2019
Q4 | $774K | Buy |
+5,349
| New | +$774K | 0.24% | 93 |
|