Triad Wealth Partners’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	$229K	Buy	+1,848	New	+$229K	0.05%	257
2024 Q3	–	Sell	-141	Closed	-$14K	–	257
2024 Q2	$14K	Buy	+141	New	+$14K	0.01%	407