Latko 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
$289K Buy
2,331
+120
+5% +$14.9K 0.16% 28
2025
Q1
$218K Buy
2,211
+10
+0.5% +$986 0.14% 27
2024
Q4
$245K Buy
+2,201
New +$245K 0.15% 29