SC&H 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
2022
Q2
Sell
-2,341
Closed -$321K 143
2022
Q1
$321K Sell
2,341
-838
-26% -$115K 0.15% 119
2021
Q4
$492K Buy
+3,179
New +$492K 0.27% 86