Spartan Planning & 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
$208K Sell
2025
Q2
$458K Buy
2025
Q1
Sell
2024
Q4
$302K Buy
2023
Q4
$151K Buy
2023
Q3
$162 Buy