Synergy Investment 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	$454K	Sell	3,662 -1,731	-32%	-$215K	0.27%	45
2025 Q1	$532K	Sell	5,393 -1,047	-16%	-$103K	0.22%	71
2024 Q4	$717K	Buy	+6,440	New	+$717K	0.31%	55