Twelve Points Wealth Management’s Walt Disney DIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$403K	Buy	4,185 +901	+27%	+$95.2K	0.09%	141
2025 Q4	$381K	Sell	3,284 -582	-15%	-$64.1K	0.09%	143
2025 Q3	$443K	Sell	3,866 -57	-1%	-$6.71K	0.11%	137
2025 Q2	$487K	Buy	3,923 +17	+0.4%	+$1.77K	0.13%	134
2025 Q1	$386K	Buy	3,906 +132	+3%	+$14.2K	0.1%	131
2024 Q4	$420K	Sell	3,774 -490	-11%	-$51.5K	0.12%	129
2024 Q3	$410K	Buy	4,264 +133	+3%	+$12.2K	0.13%	135
2024 Q2	$410K	Sell	4,131 -4	-0.1%	-$431	0.14%	132
2024 Q1	$506K	Sell	4,135 -363	-8%	-$37.9K	0.19%	112
2023 Q4	$406K	Sell	4,498 -1,216	-21%	-$107K	0.19%	124
2023 Q3	$463K	Buy	5,714 +327	+6%	+$27.9K	0.23%	119
2023 Q2	$481K	Buy	5,387 +165	+3%	+$15.6K	0.26%	113
2023 Q1	$523K	Buy	5,222 +152	+3%	+$15.3K	0.3%	96
2022 Q4	$440K	Buy	5,070 +124	+3%	+$11.9K	0.3%	102
2022 Q3	$467K	Buy	4,946 +9	+0.2%	+$963	0.36%	92
2022 Q2	$466K	Sell	4,937 -1,791	-27%	-$199K	0.36%	97
2022 Q1	$923K	Sell	6,728 -72	-1%	-$10.4K	0.69%	39
2021 Q4	$1.05M	Buy	+6,800	New	+$1.1M	0.85%	35