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Whipplewood Advisors’s Walt Disney DIS Stock Holding History

Whipplewood Advisors’s Portfolio DIS Stock Details DIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$416K Buy
3,357
+145
+5% +$18K 0.23% 105
2025
Q1 		$330K Sell
3,212
-96
-3% -$9.86K 0.19% 109
2024
Q4 		$368K Buy
+3,308
New +$368K 0.21% 102