LifeWealth Investments’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
$964K Buy
7,772
+961
+14% +$119K 0.31% 58
2025
Q1
$672K Buy
6,811
+4,223
+163% +$417K 0.28% 73
2024
Q4
$288K Buy
+2,588
New +$288K 0.19% 114