SIM
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Sims Investment Management’s Walt Disney DIS Stock Holding History

Sims Investment Management’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
Q2 		$383K Sell
3,092
-82
-3% -$10.2K 0.15% 32
2025
Q1 		$313K Buy
3,174
+361
+13% +$35.6K 0.14% 35
2024
Q4 		$313K Buy
+2,813
New +$313K 0.18% 29