Meredith Wealth Planning’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,790
Closed -$279K 49
2023
Q1
$279K Buy
2,790
+123
+5% +$12.3K 0.22% 39
2022
Q4
$232K Buy
+2,667
New +$232K 0.2% 51