SFG
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Shum Financial Group’s Walt Disney DIS Stock Holding History

Shum Financial Group’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$693K Sell
7,023
-59
-0.8% -$5.82K 0.6% 53
2024
Q4 		$791K Sell
7,082
-304
-4% -$33.9K 0.68% 45
2024
Q3 		$714K Buy
+7,386
New +$714K 0.6% 61