Brown Miller Wealth 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 | $4.42M | Sell |
35,610
-316
| -0.9% | -$39.2K | 1.37% | 12 |
|
|
2025
Q1 | $3.55M | Buy |
35,926
+1,636
| +5% | +$161K | 1.23% | 18 |
|
|
2024
Q4 | $3.82M | Buy |
34,290
+405
| +1% | +$45.1K | 1.46% | 13 |
|
|
2024
Q3 | $3.26M | Buy |
33,885
+1,319
| +4% | +$127K | 1.27% | 19 |
|
|
2024
Q2 | $3.23M | Sell |
32,566
-36
| -0.1% | -$3.57K | 1.34% | 14 |
|
|
2024
Q1 | $3.99M | Buy |
32,602
+7,072
| +28% | +$865K | 1.76% | 8 |
|
|
2023
Q4 | $2.31M | Sell |
25,530
-6,345
| -20% | -$573K | 1.15% | 27 |
|
|
2023
Q3 | $2.58M | Buy |
31,875
+5,307
| +20% | +$430K | 1.44% | 16 |
|
|
2023
Q2 | $2.37M | Buy |
26,568
+1,376
| +5% | +$123K | 1.28% | 21 |
|
|
2023
Q1 | $2.52M | Buy |
25,192
+948
| +4% | +$94.9K | 1.49% | 16 |
|
|
2022
Q4 | $2.11M | Buy |
24,244
+2,508
| +12% | +$218K | 1.33% | 24 |
|
|
2022
Q3 | $2.05M | Buy |
21,736
+2,616
| +14% | +$247K | 1.45% | 19 |
|
|
2022
Q2 | $1.8M | Buy |
19,120
+2,092
| +12% | +$197K | 1.23% | 26 |
|
|
2022
Q1 | $2.34M | Buy |
17,028
+1,316
| +8% | +$181K | 1.35% | 21 |
|
|
2021
Q4 | $2.43M | Buy |
15,712
+1,078
| +7% | +$167K | 1.39% | 20 |
|
|
2021
Q3 | $2.48M | Buy |
14,634
+337
| +2% | +$57K | 1.55% | 15 |
|
|
2021
Q2 | $2.51M | Buy |
14,297
+1,152
| +9% | +$202K | 1.61% | 13 |
|
|
2021
Q1 | $2.43M | Sell |
13,145
-96
| -0.7% | -$17.7K | 1.71% | 13 |
|
|
2020
Q4 | $2.4M | Buy |
+13,241
| New | +$2.4M | 1.8% | 13 |
|