Planning Alternatives’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 | $232K | Buy |
+1,870
| New | +$232K | 0.03% | 72 |
|
|
2019
Q3 | – | Sell |
-1,738
| Closed | -$243K | – | 51 |
|
|
2019
Q2 | $243K | Buy |
+1,738
| New | +$243K | 0.04% | 46 |
|
|
2018
Q1 | – | Sell |
-2,463
| Closed | -$265K | – | 41 |
|
|
2017
Q4 | $265K | Buy |
+2,463
| New | +$265K | 0.05% | 44 |
|
|
2017
Q2 | – | Sell |
-1,796
| Closed | -$204K | – | 55 |
|
|
2017
Q1 | $204K | Buy |
+1,796
| New | +$204K | 0.04% | 48 |
|