Sage Investment Counsel’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
$332K Sell
2,681
-1,200
-31% -$149K 0.39% 73
2025
Q1
$383K Sell
3,881
-302
-7% -$29.8K 0.49% 64
2024
Q4
$466K Buy
+4,183
New +$466K 0.61% 49