Palacios 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
$406K Buy
3,274
+495
+18% +$61.4K 0.33% 44
2025
Q1
$274K Sell
2,779
-195
-7% -$19.2K 0.2% 50
2024
Q4
$325K Buy
+2,974
New +$325K 0.35% 46