CWM
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Centricity Wealth Management’s Walt Disney DIS Stock Holding History

Centricity Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.72K Sell
30
-620
-95% -$76.9K ﹤0.01% 390
2025
Q1 		$64.2K Hold
650
– – 0.06% 142
2024
Q4 		$72.4K Buy
+650
New +$72.4K 0.07% 137