Mowery & Schoenfeld 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
2025 Q2	$27.9K	Hold	225	–	–	0.04%	154
2025 Q1	$22.2K	Hold	225	–	–	0.04%	196
2024 Q4	$25.1K	Buy	+225	New	+$25.1K	0.05%	163
2024 Q3	–	Sell	-142	Closed	-$14.1K	–	239
2024 Q2	$14.1K	Buy	+142	New	+$14.1K	0.02%	160