CFC Planning Company’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	$5.68M	Buy	45,793 +2,021	+5%	+$251K	5.36%	3
2025 Q1	$4.32M	Buy	43,772 +4,338	+11%	+$428K	4.73%	3
2024 Q4	$4.39M	Buy	+39,434	New	+$4.39M	4.7%	2