JWWM
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Johnson & White Wealth Management’s Walt Disney DIS Stock Holding History

Johnson & White 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
2024
Q2 		– Sell
-3,592
Closed -$440K – 55
2024
Q1 		$440K Buy
3,592
+740
+26% +$90.6K 0.32% 59
2023
Q4 		$257K Buy
+2,852
New +$257K 0.21% 71