ROI 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
2024
Q3
Sell
-2,281
Closed -$227K 67
2024
Q2
$227K Sell
2,281
-309
-12% -$30.7K 0.16% 56
2024
Q1
$317K Sell
2,590
-3,980
-61% -$487K 0.25% 50
2023
Q4
$593K Buy
+6,570
New +$593K 0.49% 43