Centerline Wealth Advisors’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
$280K Sell
2,259
-6
-0.3% -$744 0.14% 36
2025
Q1
$224K Buy
2,265
+29
+1% +$2.86K 0.13% 33
2024
Q4
$249K Buy
+2,236
New +$249K 0.15% 31