AA Financial Advisors’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,828
Closed -$380K 176
2024
Q2
$380K Sell
3,828
-1,023
-21% -$102K 0.13% 112
2024
Q1
$594K Buy
+4,851
New +$594K 0.24% 82