Sterling Group Wealth Management’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	$216K	Buy	+1,741	New	+$216K	0.12%	50
2023 Q3	–	Sell	-2,339	Closed	-$209K	–	50
2023 Q2	$209K	Hold	2,339	–	–	0.18%	49
2023 Q1	$234K	Sell	2,339 -323	-12%	-$32.3K	0.22%	45
2022 Q4	$231K	Buy	+2,662	New	+$231K	0.23%	43