MWM
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Maridea Wealth Management’s Walt Disney DIS Stock Holding History

Maridea 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 		$534K Sell
4,308
-7,871
-65% -$976K 0.14% 143
2025
Q1 		$1.2M Buy
12,179
+1,927
+19% +$190K 0.39% 50
2024
Q4 		$1.14M Buy
+10,252
New +$1.14M 0.37% 48