Heritage Oak Wealth Advisors’s Walt Disney DIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,327	Closed	-$259K	–	75
2024 Q4	$259K	Buy	+2,327	New	+$259K	0.12%	61
2024 Q3	–	Sell	-4,764	Closed	-$473K	–	167
2024 Q2	$473K	Buy	+4,764	New	+$473K	0.24%	59