IMG Wealth Management’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
$38.1K Sell
307
-3,348
-92% -$415K 0.03% 159
2025
Q1
$361K Hold
3,655
0.32% 37
2024
Q4
$407K Buy
+3,655
New +$407K 0.38% 34