Spartan Planning & Wealth Management’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	$458K	Buy	+3,696	New	+$458K	0.39%	42
2025 Q1	–	Sell	-2,714	Closed	-$302K	–	70
2024 Q4	$302K	Buy	+2,714	New	+$302K	0.28%	56
2023 Q4	$151K	Buy	1,667 +1,665	+83,250%	+$150K	0.16%	70
2023 Q3	$162	Buy	+2	New	+$162	﹤0.01%	158