Steward Partners Investment Solutions’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$905K Buy
7,396
+3,408
+85% +$417K 0.15% 107
2023
Q4
$360K Buy
+3,988
New +$360K 0.15% 109