SWA
DIS icon

Strategies Wealth Advisors’s Walt Disney DIS Stock Holding History

Strategies Wealth Advisors’s Portfolio DIS Stock Details DIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$407K Sell
3,282
-10,284
-76% -$1.28M 0.04% 120
2025
Q1 		$1.34M Buy
13,566
+5,132
+61% +$507K 0.16% 46
2024
Q4 		$923K Buy
+8,434
New +$923K 0.11% 55