WOC
West Oak Capital’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79K | Sell |
2,250
-200
| -8% | -$248 | 0.11% | 108 |
|
|
2025
Q1 | $2.42K | Hold |
2,450
| – | – | 0.09% | 109 |
|
|
2024
Q4 | $2.73M | Hold |
2,450
| – | – | 0.1% | 102 |
|
|
2024
Q3 | $2.36K | Sell |
2,450
-96
| -4% | -$92 | 0.04% | 110 |
|
|
2024
Q2 | $253K | Buy |
2,546
+50
| +2% | +$4.96K | 0.1% | 107 |
|
|
2024
Q1 | $305K | Hold |
2,496
| – | – | 0.13% | 99 |
|
|
2023
Q4 | $226K | Hold |
2,496
| – | – | 0.11% | 113 |
|
|
2023
Q3 | $202K | Sell |
2,496
-100
| -4% | -$8.09K | 0.1% | 115 |
|
|
2023
Q2 | $232K | Sell |
2,596
-100
| -4% | -$8.93K | 0.11% | 112 |
|
|
2023
Q1 | $270K | Sell |
2,696
-200
| -7% | -$20K | 0.14% | 106 |
|
|
2022
Q4 | $252K | Buy |
2,896
+75
| +3% | +$6.53K | 0.13% | 102 |
|
|
2022
Q3 | $266K | Sell |
2,821
-9,063
| -76% | -$855K | 0.14% | 103 |
|
|
2022
Q2 | $1.12M | Sell |
11,884
-3,110
| -21% | -$294K | 0.59% | 64 |
|
|
2022
Q1 | $2.06M | Sell |
14,994
-209
| -1% | -$28.7K | 0.93% | 39 |
|
|
2021
Q4 | $2.36M | Sell |
15,203
-90
| -0.6% | -$13.9K | 0.87% | 39 |
|
|
2021
Q3 | $2.59M | Sell |
15,293
-50
| -0.3% | -$8.46K | 1% | 29 |
|
|
2021
Q2 | $2.7M | Sell |
15,343
-520
| -3% | -$91.4K | 1.06% | 31 |
|
|
2021
Q1 | $2.93M | Sell |
15,863
-894
| -5% | -$165K | 1.25% | 24 |
|
|
2020
Q4 | $3.04M | Sell |
16,757
-1
| -0% | -$181 | 1.41% | 15 |
|
|
2020
Q3 | $2.08M | Sell |
16,758
-200
| -1% | -$24.8K | 1.14% | 31 |
|
|
2020
Q2 | $1.89M | Buy |
16,958
+11,755
| +226% | +$1.31M | 1.08% | 37 |
|
|
2020
Q1 | $503K | Buy |
5,203
+308
| +6% | +$29.8K | 0.34% | 68 |
|
|
2019
Q4 | $708K | Sell |
4,895
-80
| -2% | -$11.6K | 0.4% | 67 |
|
|
2019
Q3 | $648K | Buy |
4,975
+65
| +1% | +$8.47K | 0.38% | 66 |
|
|
2019
Q2 | $686K | Buy |
4,910
+81
| +2% | +$11.3K | 0.41% | 63 |
|
|
2019
Q1 | $536K | Sell |
4,829
-310
| -6% | -$34.4K | 0.34% | 71 |
|
|
2018
Q4 | $563K | Buy |
5,139
+520
| +11% | +$57K | 0.4% | 70 |
|
|
2018
Q3 | $540K | Buy |
4,619
+50
| +1% | +$5.85K | 0.31% | 79 |
|
|
2018
Q2 | $479K | Sell |
4,569
-181
| -4% | -$19K | 0.29% | 82 |
|
|
2018
Q1 | $477K | Sell |
4,750
-415
| -8% | -$41.7K | 0.28% | 81 |
|
|
2017
Q4 | $555K | Sell |
5,165
-1,979
| -28% | -$213K | 0.34% | 80 |
|
|
2017
Q3 | $704K | Sell |
7,144
-425
| -6% | -$41.9K | 0.42% | 71 |
|
|
2017
Q2 | $804K | Sell |
7,569
-175
| -2% | -$18.6K | 0.49% | 66 |
|
|
2017
Q1 | $878K | Buy |
7,744
+50
| +0.6% | +$5.67K | 0.54% | 62 |
|
|
2016
Q4 | $802K | Sell |
7,694
-716
| -9% | -$74.6K | 0.54% | 62 |
|
|
2016
Q3 | $781K | Sell |
8,410
-9
| -0.1% | -$836 | 0.54% | 64 |
|
|
2016
Q2 | $824K | Buy |
8,419
+25
| +0.3% | +$2.45K | 0.59% | 62 |
|
|
2016
Q1 | $834K | Hold |
8,394
| – | – | 0.64% | 58 |
|
|
2015
Q4 | $882K | Sell |
8,394
-200
| -2% | -$21K | 0.68% | 55 |
|
|
2015
Q3 | $878K | Sell |
8,594
-60
| -0.7% | -$6.13K | 0.71% | 57 |
|
|
2015
Q2 | $988K | Buy |
8,654
+815
| +10% | +$93K | 0.74% | 56 |
|
|
2015
Q1 | $822K | Sell |
7,839
-650
| -8% | -$68.2K | 0.6% | 61 |
|
|
2014
Q4 | $800K | Buy |
8,489
+410
| +5% | +$38.6K | 0.58% | 62 |
|
|
2014
Q3 | $719K | Sell |
8,079
-25
| -0.3% | -$2.23K | 0.54% | 65 |
|
|
2014
Q2 | $695K | Hold |
8,104
| – | – | 0.5% | 64 |
|
|
2014
Q1 | $649K | Sell |
8,104
-475
| -6% | -$38K | 0.48% | 65 |
|
|
2013
Q4 | $655K | Sell |
8,579
-100
| -1% | -$7.64K | 0.48% | 66 |
|
|
2013
Q3 | $560K | Buy |
8,679
+300
| +4% | +$19.3K | 0.44% | 67 |
|
|
2013
Q2 | $529K | Buy |
+8,379
| New | +$529K | 0.44% | 66 |
|