Leeward Financial Partners’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-15,087
Closed -$2.07M 70
2022
Q1
$2.07M Buy
15,087
+1,672
+12% +$229K 1.28% 32
2021
Q4
$2.08M Buy
+13,415
New +$2.08M 1.3% 29