Birch Capital Management’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-500
Closed -$49.4K 82
2025
Q1
$49.4K Hold
500
0.03% 74
2024
Q4
$55.7K Buy
+500
New +$55.7K 0.03% 73
2020
Q4
Sell
-3
Closed 88
2020
Q3
$0 Buy
+3
New ﹤0.01% 94