LWMI
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Legacy Wealth Management (Idaho)’s Walt Disney DIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$53.1K Sell
428
-20
-4% -$2.48K 0.03% 150
2025
Q1
$44.2K Hold
448
0.03% 149
2024
Q4
$49.7K Sell
448
-175
-28% -$19.4K 0.03% 119
2024
Q3
$64K Buy
+623
New +$64K 0.04% 104