Elser 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	$320K	Sell	2,583 -39	-1%	-$4.84K	0.4%	49
2025 Q1	$259K	Sell	2,622 -34	-1%	-$3.36K	0.36%	54
2024 Q4	$296K	Buy	2,656 +105	+4%	+$11.7K	0.02%	80
2024 Q3	$245K	Buy	2,551 +64	+3%	+$6.16K	0.36%	50
2024 Q2	$247K	Buy	+2,487	New	+$247K	0.04%	83