IWM
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Iams Wealth Management’s Walt Disney DIS Stock Holding History

Iams Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$482K Sell
3,888
-130
-3% -$16.1K 0.22% 115
2025
Q1 		$397K Buy
4,018
+318
+9% +$31.4K 0.18% 123
2024
Q4 		$412K Buy
3,700
+833
+29% +$92.8K 0.19% 119
2024
Q3 		$276K Buy
+2,867
New +$276K 0.14% 128