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CVFG LLC’s Walt Disney DIS Stock Holding History

CVFG LLC’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 		$443K Buy
3,571
+360
+11% +$44.6K 0.35% 62
2025
Q1 		$317K Sell
3,211
-124
-4% -$12.2K 0.29% 67
2024
Q4 		$371K Buy
+3,335
New +$371K 0.34% 64