Safe Harbor Fiduciary’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
$372 Hold
3
﹤0.01% 210
2025
Q1
$296 Hold
3
﹤0.01% 208
2024
Q4
$334 Hold
3
﹤0.01% 176
2024
Q3
$289 Buy
+3
New +$289 ﹤0.01% 190