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

JPL Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,777
Closed -$217K – 107
2024
Q1 		$217K Sell
1,777
-10,714
-86% -$1.31M 0.12% 107
2023
Q4 		$1.13M Buy
+12,491
New +$1.13M 0.81% 62