PWM
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Pines Wealth Management’s Walt Disney DIS Stock Holding History

Pines Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$678K Sell
5,469
-645
-11% -$80K 0.24% 100
2025
Q1 		$500K Buy
6,114
+366
+6% +$29.9K 0.23% 106
2024
Q4 		$625K Buy
+5,748
New +$625K 0.27% 94