BankPlus Wealth 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	$716K	Buy	5,774 +69	+1%	+$8.56K	0.48%	37
2025 Q1	$563K	Buy	5,705 +813	+17%	+$80.3K	0.41%	48
2024 Q4	$545K	Buy	+4,892	New	+$545K	0.41%	47