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
2025
Q3
$244K Sell
2025
Q2
$304K Buy
2024
Q1
Sell
2023
Q4
$252K Buy
2023
Q3
Sell
2023
Q2
$9.12K Sell
2023
Q1
$39.9K Sell
2022
Q4
$620K Buy
2022
Q3
$453K Buy
2022
Q1
$734K Buy