Alera Investment Advisors’s Walt Disney DIS Stock Holding History

Alera Investment Advisors’s Portfolio DIS Stock Details DIS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$282K	Buy
2024 Q2	$275K	Buy
2022 Q2	–	Sell
2022 Q1	$243K	Buy
2019 Q4	–	Sell
2019 Q3	$209K	Sell
2019 Q2	$225K	Buy
2019 Q1	$176K	Sell
2018 Q4	$388K	Buy