Sterling Group Wealth Management’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$216K Buy
2023
Q3
Sell
2023
Q2
$209K Hold
2023
Q1
$234K Sell
2022
Q4
$231K Buy