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Financial Advisory Group
> DIS
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Walt Disney Co | DIS | 0 | -2,172 | 0 | -217,497,000 | |
| 03/31/2023 | Walt Disney Co | DIS | 2,172 | 2,172 | 217,497,000 | 217,497,000 | $100,136.74 |
| 12/31/2022 | Walt Disney Co | DIS | 0 | -2,225 | 0 | -210,000 | |
| 09/30/2022 | Walt Disney Co | DIS | 2,225 | 2,225 | 210,000 | 210,000 | $94.38 |
| 06/30/2022 | Walt Disney Co | DIS | 0 | -1,840 | 0 | -252,000 | |
| 03/31/2022 | Walt Disney Co | DIS | 1,840 | 0 | 252,000 | -59,000 | $136.96 |
| 09/30/2021 | Walt Disney Co | DIS | 1,840 | 250 | 311,000 | 18,000 | $169.02 |
| 03/31/2021 | Walt Disney Co | DIS | 1,590 | 0 | 293,000 | 5,000 | $184.28 |
| 12/31/2020 | Walt Disney Co | DIS | 1,590 | 1,590 | 288,000 | 288,000 | $181.13 |
| 03/31/2020 | Walt Disney Co | DIS | 0 | -1,882 | 0 | -272,000 | |
| 12/31/2019 | Walt Disney Co | DIS | 1,882 | 200 | 272,000 | 53,000 | $144.53 |
| 09/30/2019 | Walt Disney Co | DIS | 1,682 | 0 | 219,000 | -21,000 | $130.20 |
| 06/30/2019 | Walt Disney Co | DIS | 1,682 | 1,682 | 240,000 | 240,000 | $142.69 |
| 09/30/2017 | Walt Disney Co | DIS | 0 | -8,071 | 0 | -858,000 | |
| 06/30/2017 | Walt Disney Co | DIS | 8,071 | 501 | 858,000 | 0 | $106.31 |
| 03/31/2017 | Walt Disney Co | DIS | 7,570 | 7,570 | 858,000 | 858,000 | $113.34 |
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