M.E. Allison & Co’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
$229K Sell
1,850
-531
-22% -$65.9K 0.18% 151
2025
Q1
$235K Sell
2,381
-20
-0.8% -$1.97K 0.23% 129
2024
Q4
$267K Buy
+2,401
New +$267K 0.29% 102