Comprehensive Financial Planning’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
$11.7K Buy
95
+5
+6% +$618 0.01% 226
2025
Q1
$8.95K Hold
90
0.01% 219
2024
Q4
$10.1K Buy
+90
New +$10.1K 0.01% 243