DWM
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Defined Wealth Management’s Walt Disney DIS Stock Holding History

Defined Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,787
Closed -$219K – 108
2024
Q1 		$219K Buy
+1,787
New +$219K 0.16% 102
2021
Q1 		– Sell
-1,006
Closed -$182K – 121
2020
Q4 		$182K Buy
+1,006
New +$182K 0.18% 93