Cascade Financial Partners’s Walt Disney DIS Stock Holding History

Cascade Financial Partners’s Portfolio DIS Stock Details DIS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$246K	Sell
2025 Q3	$250K	Sell
2025 Q2	$271K	Sell
2025 Q1	$242K	Sell
2024 Q4	$281K	Sell
2024 Q3	$245K	Sell
2024 Q2	$266K	Sell
2024 Q1	$310K	Buy