Grant Private 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	–	Sell	-5,643	Closed	-$557K	–	88
2025 Q1	$557K	Sell	5,643 -213	-4%	-$21K	0.6%	45
2024 Q4	$652K	Buy	+5,856	New	+$652K	0.7%	37