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Nvest Financial’s Walt Disney DIS Stock Holding History

Nvest Financial’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$345K Buy
2,785
+685
+33% +$84.9K 0.18% 81
2025
Q1 		$207K Buy
+2,100
New +$207K 0.11% 95