WealthPlan Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $205K | Sell |
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|
2025
Q3 | $244K | Sell |
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|
2025
Q2 | $304K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $252K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $9.12K | Sell |
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|
2023
Q1 | $39.9K | Sell |
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|
2022
Q4 | $620K | Buy |
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|
2022
Q3 | $453K | Buy |
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|
2022
Q1 | $734K | Buy |
|