BWM
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BKM Wealth Management’s Walt Disney DIS Stock Holding History

BKM Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-434
Closed -$39.2K – 273
2023
Q4 		$39.2K Buy
+434
New +$39.2K 0.02% 286