Harold Davidson & Associates’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
$462K Sell
3,724
-1,116
-23% -$138K 0.3% 46
2025
Q1
$478K Sell
4,840
-185
-4% -$18.3K 0.26% 45
2024
Q4
$560K Buy
+5,025
New +$560K 0.27% 48