Intrepid Financial Planning Group’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$280K Sell
2025
Q3
$288K Hold
2025
Q2
$312K Sell
2025
Q1
$260K Sell
2024
Q4
$305K Sell
2024
Q3
$275K Sell
2024
Q2
$305K Sell
2024
Q1
$377K Sell
2023
Q4
$278K Sell
2023
Q3
$283K Sell
2023
Q2
$317K Sell
2023
Q1
$366K Sell
2022
Q4
$328K Sell
2022
Q3
$373K Sell
2022
Q2
$389K Buy