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Broadway Wealth Solutions’s Walt Disney DIS Stock Holding History

Broadway Wealth Solutions’s Portfolio DIS Stock Details DIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,921
Closed -$288K – 95
2025
Q1 		$288K Sell
2,921
-68
-2% -$6.71K 0.21% 58
2024
Q4 		$333K Buy
+2,989
New +$333K 0.25% 46