Helen Stephens Group’s Walt Disney DIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,064	Closed	-$205K	–	91
2024 Q2	$205K	Buy	+2,064	New	+$205K	0.07%	81
2022 Q1	–	Sell	-1,390	Closed	-$215K	–	62
2021 Q4	$215K	Buy	+1,390	New	+$215K	0.17%	51