Asset Planning Inc’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	$435K	Sell	3,506 -153	-4%	-$19K	0.33%	49
2025 Q1	$361K	Sell	3,659 -89	-2%	-$8.79K	0.28%	56
2024 Q4	$417K	Buy	+3,748	New	+$417K	0.32%	51