Shakespeare Wealth Management’s Walt Disney DIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,720	Closed	-$213K	–	103
2025 Q2	$213K	Buy	+1,720	New	+$179K	0.06%	90
2024 Q2	–	Sell	-1,648	Closed	-$202K	–	91
2024 Q1	$202K	Buy	+1,648	New	+$172K	0.06%	87
2022 Q2	–	Sell	-1,533	Closed	-$212K	–	72
2022 Q1	$212K	Buy	1,533 +32	+2%	+$4.63K	0.08%	73
2021 Q4	$232K	Sell	1,501 -34	-2%	-$5.49K	0.08%	67
2021 Q3	$270K	Buy	1,535 +34	+2%	+$6.06K	0.1%	62
2021 Q2	$266K	Hold	1,501	–	–	0.1%	61
2021 Q1	$277K	Hold	1,501	–	–	0.11%	63
2020 Q4	$272K	Buy	+1,501	New	+$215K	0.12%	62
2020 Q1	–	Sell	-1,618	Closed	-$234K	–	57
2019 Q4	$234K	Hold	1,618	–	–	0.13%	67
2019 Q3	$211K	Buy	1,618 +117	+8%	+$16.2K	0.12%	70
2019 Q2	$210K	Buy	+1,501	New	+$199K	0.14%	67