SkyOak 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 | $325K | Buy |
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|
2025
Q2 | $351K | Hold |
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|
2025
Q1 | $280K | Buy |
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|
2024
Q4 | $315K | Sell |
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|
2024
Q3 | $310K | Sell |
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|
2024
Q2 | $469K | Sell |
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|
2024
Q1 | $676K | Buy |
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|
2023
Q4 | $498K | Sell |
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|
2023
Q3 | $452K | Sell |
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|
2023
Q2 | $571K | Sell |
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|
2023
Q1 | $721K | Buy |
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|
2022
Q4 | $602K | Buy |
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|
2022
Q3 | $604K | Buy |
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|
2022
Q2 | $574K | Buy |
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|
2022
Q1 | $697K | Buy |
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|
2021
Q4 | $727K | Buy |
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|
2021
Q3 | $706K | Sell |
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|
2021
Q2 | $735K | Hold |
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|
2021
Q1 | $767K | Hold |
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|
2020
Q4 | $758K | Sell |
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|
2020
Q3 | $606K | Buy |
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|
2020
Q2 | $518K | Buy |
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|
2020
Q1 | $426K | Sell |
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|
2019
Q4 | $774K | Buy |
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