VSM Wealth Advisory’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
$256K Hold
2,066
0.08% 80
2025
Q1
$204K Sell
2,066
-599
-22% -$59.1K 0.07% 88
2024
Q4
$268K Buy
+2,665
New +$268K 0.1% 77