Watts Gwilliam & Co’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
$1.47M Buy
14,937
+436
+3% +$43K 0.32% 66
2024
Q4
$1.62M Sell
14,501
-63
-0.4% -$7.02K 0.34% 60
2024
Q3
$1.35M Buy
+14,564
New +$1.35M 0.29% 70
2024
Q1
$1.52M Buy
+14,420
New +$1.52M 0.47% 46