Yoffe Investment Management’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
$539K Hold
4,347
0.74% 47
2025
Q1
$429K Hold
4,347
0.63% 60
2024
Q4
$484K Buy
+4,347
New +$484K 0.72% 48