Spectrum Planning & Advisory Services’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
$254K Buy
+2,046
New +$254K 0.16% 89
2021
Q3
Sell
-1,142
Closed -$201K 47
2021
Q2
$201K Hold
1,142
0.19% 46
2021
Q1
$211K Buy
+1,142
New +$211K 0.22% 44