Wetzel Investment Advisors’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,471
Closed -$180K 307
2024
Q2
$180K Hold
1,471
0.1% 122
2024
Q1
$165K Buy
1,471
+102
+7% +$11.5K 0.1% 130
2023
Q4
$124K Buy
+1,369
New +$124K 0.08% 155