Concurrent Investment Advisors’s Walt Disney DIS Stock Holding History

Concurrent Investment Advisors’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	$7.93M	Sell
2025 Q2	$9.02M	Buy
2025 Q1	$6.88M	Buy
2024 Q4	$7.12M	Sell
2024 Q3	$6.42M	Buy
2024 Q2	$6.11M	Buy
2024 Q1	$6.79M	Buy
2023 Q4	$3.8M	Buy