WAM
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Wernau Asset Management’s Walt Disney DIS Stock Holding History

Wernau Asset Management’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.27M Sell
10,269
-5,420
-35% -$672K 0.89% 17
2025
Q1 		$1.55M Sell
15,689
-80
-0.5% -$7.9K 1.21% 15
2024
Q4 		$1.76M Buy
+15,769
New +$1.76M 1.31% 16