AssuredPartners Investment 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	$500K	Sell	4,029 -1,765	-30%	-$219K	0.12%	131
2025 Q1	$572K	Sell	5,794 -13	-0.2%	-$1.28K	0.11%	184
2024 Q4	$647K	Buy	+5,807	New	+$647K	0.13%	167