Oregon Pacific 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	$467K	Sell	3,767 -217	-5%	-$26.9K	0.44%	61
2025 Q1	$393K	Buy	3,984 +203	+5%	+$20K	0.39%	74
2024 Q4	$421K	Buy	+3,781	New	+$421K	0.41%	66