Holistic 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	$271K	Buy	+2,183	New	+$271K	0.08%	184
2025 Q1	–	Sell	-1,881	Closed	-$209K	–	192
2024 Q4	$209K	Buy	+1,881	New	+$209K	0.08%	165