Clarendon Private’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
$592K Sell
4,778
-287
-6% -$35.6K 0.57% 55
2025
Q1
$500K Buy
5,065
+166
+3% +$16.4K 0.53% 62
2024
Q4
$545K Buy
+4,899
New +$545K 0.57% 54