Milestone Asset Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.66M | Buy |
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|
2025
Q2 | $1.88M | Sell |
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|
2025
Q1 | $3.06M | Sell |
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|
2024
Q4 | $10.7M | Buy |
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|
2024
Q3 | $6.45M | Buy |
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|
2024
Q2 | $755K | Buy |
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|
2024
Q1 | $895K | Buy |
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|
2023
Q4 | $577K | Buy |
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|
2023
Q3 | $503K | Sell |
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|
2023
Q2 | $550K | Sell |
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|
2023
Q1 | $631K | Buy |
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|
2022
Q4 | $663K | Buy |
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