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Cresta Advisors’s Walt Disney DIS Stock Holding History

Cresta Advisors’s Portfolio DIS Stock Details DIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,320
Closed -$390K – 47
2023
Q4 		$390K Buy
4,320
+1,200
+38% +$108K 0.26% 44
2023
Q3 		$253K Buy
+3,120
New +$253K 0.2% 44