Brass Tax 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
$379K Buy
3,055
+32
+1% +$3.97K 0.07% 137
2025
Q1
$298K Buy
3,023
+49
+2% +$4.84K 0.06% 157
2024
Q4
$331K Buy
2,974
+60
+2% +$6.68K 0.07% 134
2024
Q3
$280K Buy
2,914
+710
+32% +$68.3K 0.06% 154
2024
Q2
$219K Buy
+2,204
New +$219K 0.09% 131