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David Wealth Management’s Walt Disney DIS Stock Holding History

David Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$533K Sell
4,300
-34
-0.8% -$4.22K 0.4% 25
2025
Q1 		$428K Hold
4,334
– – 0.36% 27
2024
Q4 		$483K Buy
+4,334
New +$483K 0.4% 26