Briaud Financial Planning’s Walt Disney DIS Stock Holding History

Briaud Financial Planning’s Portfolio DIS Stock Details DIS Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$516K	Hold
2025 Q1	$411K	Hold
2024 Q4	$464K	Sell
2024 Q3	$670K	Buy
2024 Q2	$682K	Hold
2024 Q1	$841K	Sell
2023 Q4	$1.1M	Buy
2023 Q3	$942K	Buy