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

Consultiva Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$184K Hold
1,487
– – 0.57% 26
2025
Q1 		$147K Buy
1,487
+20
+1% +$1.97K 0.5% 32
2024
Q4 		$163K Buy
+1,467
New +$163K 0.82% 20