MeadowBrook Investment Advisors’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 | $1.04M | Sell |
8,415
-295
| -3% | -$36.6K | 0.93% | 24 |
|
|
2025
Q1 | $860K | Sell |
8,710
-60
| -0.7% | -$5.92K | 0.8% | 33 |
|
|
2024
Q4 | $977K | Sell |
8,770
-378
| -4% | -$42.1K | 0.87% | 27 |
|
|
2024
Q3 | $880K | Buy |
9,148
+182
| +2% | +$17.5K | 0.79% | 33 |
|
|
2024
Q2 | $890K | Sell |
8,966
-350
| -4% | -$34.8K | 0.84% | 32 |
|
|
2024
Q1 | $1.14M | Sell |
9,316
-980
| -10% | -$120K | 1.06% | 26 |
|
|
2023
Q4 | $930K | Buy |
+10,296
| New | +$930K | 0.89% | 35 |
|