Principia Wealth Advisory’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
$9.43K Buy
76
+25
+49% +$3.1K 0.01% 166
2025
Q1
$4.66K Buy
51
+7
+16% +$640 ﹤0.01% 182
2024
Q4
$4.9K Buy
+44
New +$4.9K ﹤0.01% 151