Waterway 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
Q1
Sell
-1,843
Closed -$205K 81
2024
Q4
$205K Buy
+1,843
New +$205K 0.09% 73
2024
Q2
Sell
-1,825
Closed -$223K 66
2024
Q1
$223K Buy
+1,825
New +$223K 0.1% 65