Dynasty Wealth Management’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	$1.05M	Sell	8,444 -2,208	-21%	-$274K	0.02%	127
2025 Q1	$1.05M	Buy	10,652 +1,054	+11%	+$104K	0.02%	138
2024 Q4	$1.07M	Buy	+9,598	New	+$1.07M	0.02%	143
2018 Q4	–	Sell	-3,079	Closed	-$360K	–	27
2018 Q3	$360K	Buy	+3,079	New	+$360K	0.46%	52