Wingate Wealth Advisors’s Walt Disney DIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$222K	Buy	+1,794	New	+$222K	0.2%	95
2025 Q1	–	Sell	-1,713	Closed	-$191K	–	184
2024 Q4	$191K	Buy	+1,713	New	+$191K	0.19%	99