Burling Wealth Partners’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	$1.45M	Sell	11,713 -1,231	-10%	-$153K	0.27%	82
2025 Q1	$1.28M	Buy	12,944 +355	+3%	+$35K	0.27%	85
2024 Q4	$1.4M	Buy	+12,589	New	+$1.4M	0.29%	82