BankPlus Trust Department’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
$2.2M Buy
17,721
+826
+5% +$102K 0.65% 36
2025
Q1
$1.67M Buy
16,895
+2,723
+19% +$269K 0.56% 42
2024
Q4
$1.58M Buy
+14,172
New +$1.58M 0.52% 45