Congress Wealth Management’s Walt Disney DIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$19.4M	Buy	156,726 +62,904	+67%	+$6.54M	0.19%	132
2025 Q1	$9.28M	Buy	93,822 +34,635	+59%	+$3.72M	0.11%	220
2024 Q4	$6.59M	Sell	59,187 -40,847	-41%	-$4.29M	0.09%	250
2024 Q3	$9.62M	Buy	100,034 +38,247	+62%	+$3.52M	0.13%	218
2024 Q2	$6.13M	Buy	61,787 +54,771	+781%	+$5.9M	0.1%	223
2024 Q1	$858K	Sell	7,016 -4,167	-37%	-$435K	0.01%	387
2023 Q4	$1.01M	Buy	11,183 +7,341	+191%	+$647K	0.02%	391
2023 Q3	$311K	Sell	3,842 -336	-8%	-$28.7K	0.01%	519
2023 Q2	$373K	Sell	4,178 -326	-7%	-$30.9K	0.01%	452
2023 Q1	$451K	Sell	4,504 -3,501	-44%	-$353K	0.01%	431
2022 Q4	$696K	Buy	8,005 +857	+12%	+$82K	0.02%	375
2022 Q3	$674K	Sell	7,148 -1,210	-14%	-$129K	0.02%	372
2022 Q2	$789K	Sell	8,358 -61,433	-88%	-$6.82M	0.02%	360
2022 Q1	$9.57M	Buy	69,791 +498	+0.7%	+$72K	0.21%	149
2021 Q4	$10.7M	Buy	+69,293	New	+$11.2M	0.21%	142