Bernard Wealth Management’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	$342K	Sell	2,754 -393	-12%	-$48.7K	0.16%	46
2025 Q1	$311K	Sell	3,147 -19	-0.6%	-$1.88K	0.15%	48
2024 Q4	$353K	Buy	+3,166	New	+$353K	0.17%	46