MGB Wealth Management’s Walt Disney DIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,400	Closed	-$233K	–	279
2024 Q2	$233K	Buy	2,400 +400	+20%	+$38.8K	0.09%	174
2024 Q1	$245K	Buy	+2,000	New	+$245K	0.1%	169