MAM
Milestone Asset Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
15,153
-15,830
| -51% | -$1.96M | 0.4% | 50 |
|
|
2025
Q1 | $3.06M | Sell |
30,983
-64,801
| -68% | -$6.4M | 0.65% | 35 |
|
|
2024
Q4 | $10.7M | Buy |
95,784
+28,707
| +43% | +$3.2M | 2.35% | 7 |
|
|
2024
Q3 | $6.45M | Buy |
67,077
+59,476
| +782% | +$5.72M | 1.45% | 14 |
|
|
2024
Q2 | $755K | Buy |
7,601
+283
| +4% | +$28.1K | 0.19% | 102 |
|
|
2024
Q1 | $895K | Buy |
7,318
+931
| +15% | +$114K | 0.26% | 79 |
|
|
2023
Q4 | $577K | Buy |
6,387
+233
| +4% | +$21K | 0.19% | 33 |
|
|
2023
Q3 | $503K | Sell |
6,154
-1
| -0% | -$82 | 0.18% | 33 |
|
|
2023
Q2 | $550K | Sell |
6,155
-146
| -2% | -$13K | 0.24% | 26 |
|
|
2023
Q1 | $631K | Buy |
6,301
+24
| +0.4% | +$2.4K | 0.36% | 33 |
|
|
2022
Q4 | $663K | Buy |
+6,277
| New | +$663K | 0.39% | 27 |
|