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Retirement Planning Group (New York)’s Walt Disney DIS Stock Holding History

Retirement Planning Group (New York)’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$328K Sell
2,639
-12
-0.5% -$1.49K 0.29% 56
2025
Q1 		$262K Buy
2,651
+328
+14% +$32.4K 0.27% 61
2024
Q4 		$259K Buy
+2,323
New +$259K 0.28% 54