Zynergy Retirement Planning’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
Sell
-473
Closed -$52.7K 48
2025
Q1
$52.7K Hold
473
0.04% 43
2024
Q4
$45.5K Hold
473
0.03% 44
2024
Q3
$45.5K Hold
473
0.03% 44
2024
Q2
$47K Buy
+473
New +$47K 0.04% 39