Petra Financial Advisors’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
$204K Buy
+1,644
New +$204K 0.13% 133
2025
Q1
Sell
-1,923
Closed -$214K 126
2024
Q4
$214K Buy
+1,923
New +$214K 0.15% 132
2023
Q2
Sell
-2,074
Closed -$208K 110
2023
Q1
$208K Buy
+2,074
New +$208K 0.21% 76