Mittelman 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	-7,687	Closed	-$763K	–	40
2024 Q2	$763K	Buy	7,687 +235	+3%	+$23.3K	0.49%	41
2024 Q1	$912K	Buy	+7,452	New	+$912K	0.62%	38