Birchbrook’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 | $1.27M | Sell |
10,259
-3,172
| -24% | -$393K | 0.68% | 33 |
|
|
2025
Q1 | $1.33M | Sell |
13,431
-127
| -0.9% | -$12.5K | 0.74% | 30 |
|
|
2024
Q4 | $1.51M | Sell |
13,558
-729
| -5% | -$81.2K | 0.86% | 26 |
|
|
2024
Q3 | $1.37M | Sell |
14,287
-65
| -0.5% | -$6.25K | 0.76% | 30 |
|
|
2024
Q2 | $1.43M | Sell |
14,352
-865
| -6% | -$85.9K | 0.85% | 25 |
|
|
2024
Q1 | $1.86M | Sell |
15,217
-1,434
| -9% | -$175K | 1.11% | 19 |
|
|
2023
Q4 | $1.5M | Buy |
+16,651
| New | +$1.5M | 0.99% | 25 |
|