Napa 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
$202K Sell
1,630
-13,895
-90% -$1.72M 0.1% 128
2025
Q1
$1.53M Buy
+15,525
New +$1.53M 0.86% 35