Crux Wealth Advisors’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
$1.33M Buy
10,753
+2,992
+39% +$371K 0.57% 51
2025
Q1
$766K Buy
7,761
+1,792
+30% +$177K 0.4% 80
2024
Q4
$665K Buy
+5,969
New +$665K 0.37% 79