RFG - Bristol Wealth 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	$635K	Sell	5,121 -13	-0.3%	-$1.61K	0.2%	95
2025 Q1	$507K	Buy	5,134 +103	+2%	+$10.2K	0.17%	104
2024 Q4	$560K	Buy	+5,031	New	+$560K	0.18%	95