Williamson Legacy Group’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-8,223
Closed -$1.01M 98
2024
Q1
$1.01M Buy
8,223
+547
+7% +$66.9K 0.78% 40
2023
Q4
$693K Buy
+7,676
New +$693K 0.64% 57