Vest Financial’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
$2.24M Buy
18,094
+5,098
+39% +$632K 0.03% 258
2025
Q1
$1.28M Buy
12,996
+5,507
+74% +$544K 0.02% 299
2024
Q4
$834K Buy
7,489
+935
+14% +$104K 0.01% 241
2024
Q3
$630K Buy
6,554
+4,374
+201% +$421K 0.01% 245
2024
Q2
$216K Sell
2,180
-62
-3% -$6.16K 0.01% 253
2024
Q1
$274K Buy
+2,242
New +$274K 0.01% 242