Edge Financial 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
$264K Sell
2,131
-100
-4% -$12.4K 0.14% 108
2025
Q1
$220K Buy
2,231
+88
+4% +$8.69K 0.14% 97
2024
Q4
$239K Buy
+2,143
New +$239K 0.21% 88
2024
Q1
$213K Buy
+1,741
New +$213K 0.19% 121