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Optimize Financial’s Walt Disney DIS Stock Holding History

Optimize Financial’s Portfolio DIS Stock Details DIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.55M Sell
12,516
-144
-1% -$17.9K 0.95% 38
2025
Q1 		$1.25M Buy
12,660
+1,623
+15% +$160K 0.91% 38
2024
Q4 		$1.23M Buy
+11,037
New +$1.23M 0.92% 28