Crown Wealth Group’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
$249K Buy
+2,006
New +$249K 0.09% 93
2023
Q2
Sell
-2,566
Closed -$257K 67
2023
Q1
$257K Buy
+2,566
New +$257K 0.22% 52