Bannerman Wealth Management Group’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	$324K	Buy	2,616 +163	+7%	+$20.2K	0.25%	32
2025 Q1	$242K	Buy	2,453 +68	+3%	+$6.71K	0.2%	32
2024 Q4	$266K	Buy	+2,385	New	+$266K	0.22%	28