SGL Investment 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
$360K Buy
2,953
+837
+40% +$102K 0.17% 91
2025
Q1
$222K Buy
2,116
+32
+2% +$3.36K 0.11% 112
2024
Q4
$228K Buy
2,084
+236
+13% +$25.8K 0.11% 110
2024
Q3
$202K Buy
+1,848
New +$202K 0.1% 105