Concord Asset Management (Virginia)’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
$1.94M Buy
15,655
+2,619
+20% +$325K 0.29% 83
2025
Q1
$1.14M Buy
+13,036
New +$1.14M 0.25% 84