One Wealth Capital 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	$330K	Buy	2,663 +82	+3%	+$10.2K	0.16%	80
2025 Q1	$255K	Buy	2,581 +546	+27%	+$53.9K	0.14%	87
2024 Q4	$227K	Buy	+2,035	New	+$227K	0.11%	95