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

Crowley 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 		$3.71M Sell
29,884
-966
-3% -$120K 3.37% 10
2025
Q1 		$3.04M Sell
30,850
-1,869
-6% -$184K 2.9% 11
2024
Q4 		$3.64M Buy
+32,719
New +$3.64M 3.21% 10