Heritage Wealth Management (Ohio)’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	-2,622	Closed	-$292K	–	232
2024 Q4	$292K	Hold	2,622	–	–	0.1%	187
2024 Q3	$252K	Sell	2,622 -125	-5%	-$12K	0.08%	200
2024 Q2	$269K	Buy	+2,747	New	+$269K	0.09%	190