Whelan Financial’s Walt Disney DIS Stock Holding History

Whelan Financial’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.38M	Buy
2025 Q2	$962K	Buy
2025 Q1	$568K	Buy
2024 Q4	$246K	Buy
2024 Q2	–	Sell
2024 Q1	$206K	Buy