Breakwater Investment Management’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.67K Buy
2025
Q2
$7.32K Hold
2025
Q1
$5.82K Hold
2024
Q4
$6.57K Sell
2024
Q3
$6.35K Sell
2024
Q2
$11.5K Buy
2024
Q1
$13.9K Buy