Safe Harbor Fiduciary’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$341 Buy
2025
Q2
$372 Hold
2025
Q1
$296 Hold
2024
Q4
$334 Hold
2024
Q3
$289 Buy