JWM
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Jacksonville Wealth Management’s Walt Disney DIS Stock Holding History

Jacksonville 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 		$653K Sell
5,268
-144
-3% -$17.9K 0.53% 36
2025
Q1 		$534K Sell
5,412
-425
-7% -$42K 0.53% 38
2024
Q4 		$650K Buy
+5,837
New +$650K 0.61% 34