Investments & Financial Planning LLC’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	$239K	Buy	+1,926	New	+$239K	0.14%	34
2025 Q1	–	Sell	-1,996	Closed	-$222K	–	35
2024 Q4	$222K	Buy	+1,996	New	+$222K	0.14%	32
2024 Q2	–	Sell	-1,691	Closed	-$207K	–	34
2024 Q1	$207K	Buy	+1,691	New	+$207K	0.14%	33