Grantvest Financial Group’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
$618K Sell
4,984
-332
-6% -$41.2K 0.46% 53
2025
Q1
$525K Buy
5,316
+1,339
+34% +$132K 0.43% 52
2024
Q4
$443K Buy
+3,977
New +$443K 0.49% 60