Sierra Ocean’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
$382K Sell
3,077
-501
-14% -$62.1K 0.28% 37
2025
Q1
$353K Buy
3,578
+147
+4% +$14.5K 0.28% 35
2024
Q4
$382K Buy
+3,431
New +$382K 0.31% 36