McCarter Private Wealth Services’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	$456K	Buy	3,674 +922	+34%	+$114K	0.26%	71
2025 Q1	$272K	Sell	2,752 -7	-0.3%	-$691	0.18%	88
2024 Q4	$307K	Buy	2,759 +9	+0.3%	+$1K	0.19%	80
2024 Q3	$265K	Buy	+2,750	New	+$265K	0.17%	85