Lakeshore Financial Planning’s Walt Disney DIS Stock Holding History

Lakeshore Financial Planning’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$271K	Buy
2025 Q1	$215K	Buy
2024 Q4	$243K	Hold
2024 Q3	$210K	Sell
2024 Q2	$223K	Sell
2024 Q1	$290K	Sell
2023 Q4	$216K	Sell
2023 Q3	$292K	Buy