MWM
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Mindset Wealth Management’s Walt Disney DIS Stock Holding History

Mindset Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$407K Sell
3,282
-187
-5% -$23.2K 0.13% 86
2025
Q1 		$342K Buy
3,469
+113
+3% +$11.2K 0.13% 87
2024
Q4 		$374K Sell
3,356
-656
-16% -$73K 0.14% 82
2024
Q3 		$386K Buy
+4,012
New +$386K 0.16% 76