TCFG 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	$618K	Sell	4,986 -54	-1%	-$6.7K	0.28%	93
2025 Q1	$497K	Sell	5,040 -35	-0.7%	-$3.46K	0.25%	106
2024 Q4	$565K	Buy	5,075 +154	+3%	+$17.1K	0.28%	90
2024 Q3	$473K	Buy	+4,921	New	+$473K	0.24%	102