Liberty One Investment 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
Q1
Sell
-2,548
Closed -$284K 148
2024
Q4
$284K Buy
2,548
+266
+12% +$29.6K 0.03% 129
2024
Q3
$220K Buy
2,282
+91
+4% +$8.75K 0.02% 130
2024
Q2
$218K Buy
2,191
+980
+81% +$97.5K 0.02% 131
2024
Q1
$148K Buy
+1,211
New +$148K 0.02% 142