Waller Financial Planning Group’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,623
Closed -$223K 51
2022
Q1
$223K Buy
1,623
+246
+18% +$33.8K 0.06% 49
2021
Q4
$213K Buy
1,377
+120
+10% +$18.6K 0.05% 52
2021
Q3
$213K Buy
+1,257
New +$213K 0.06% 52