Foundation Wealth Management (Missouri)’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	$724K	Sell	5,841 -150	-3%	-$18.6K	0.5%	23
2025 Q1	$591K	Buy	5,991 +1,644	+38%	+$162K	0.46%	24
2024 Q4	$484K	Buy	+4,347	New	+$484K	0.38%	25
2023 Q1	–	Sell	-2,340	Closed	-$203K	–	38
2022 Q4	$203K	Buy	+2,340	New	+$203K	0.21%	38