Haven Private’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
$522K Buy
4,206
+597
+17% +$74K 0.23% 96
2025
Q1
$356K Sell
3,609
-56
-2% -$5.53K 0.2% 98
2024
Q4
$408K Buy
+3,665
New +$408K 0.23% 102