Claris Financial’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
Sell
-2,459
Closed -$274K 139
2025
Q1
$274K Hold
2,459
0.18% 124
2024
Q4
$274K Buy
+2,459
New +$274K 0.18% 124