Compass Wealth Management’s Walt Disney DIS Stock Holding History

Compass Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$121K	Buy
2024 Q4	$136K	Hold
2024 Q3	$118K	Sell
2024 Q2	$145K	Buy
2024 Q1	$168K	Hold
2023 Q4	$124K	Buy
2023 Q3	$108K	Sell
2023 Q2	$119K	Sell
2023 Q1	$145K	Hold
2022 Q4	$126K	Buy