RIA Advisory Group’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
$2.98M Buy
+24,015
New +$2.98M 0.88% 25
2024
Q1
Sell
-32,084
Closed -$5.06M 149
2023
Q4
$5.06M Buy
+32,084
New +$5.06M 2.11% 8