4Wealth Advisors’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
$354K Sell
2,854
-2,890
-50% -$358K 0.36% 89
2025
Q1
$567K Buy
5,744
+634
+12% +$62.6K 0.62% 52
2024
Q4
$569K Buy
+5,110
New +$569K 0.57% 55