Elser Financial Planning’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$320K Sell
2025
Q1
$259K Sell
2024
Q4
$296K Buy
2024
Q3
$245K Buy
2024
Q2
$247K Buy