Kiely Wealth Advisory Group’s Walt Disney DIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$214K	Hold	1,955	–	–	0.14%	57
2024 Q3	$197K	Hold	1,955	–	–	0.12%	61
2024 Q2	$168K	Sell	1,955 -50	-2%	-$4.29K	0.09%	55
2024 Q1	$226K	Buy	2,005 +50	+3%	+$5.64K	0.13%	41
2023 Q4	$187K	Buy	+1,955	New	+$187K	0.11%	49