Client 1st Advisory Group’s Walt Disney DIS Stock Holding History

Client 1st Advisory Group’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$445K	Buy
2025 Q2	$353K	Buy
2025 Q1	$277K	Hold
2024 Q4	$313K	Sell
2024 Q3	$272K	Buy
2024 Q2	$209K	Buy
2024 Q1	$211K	Buy