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

Copia 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 		$39.4K Sell
318
-5
-2% -$620 0.03% 184
2025
Q1 		$31.9K Hold
323
– – 0.03% 189
2024
Q4 		$36K Buy
+323
New +$36K 0.03% 169