Miller Financial Services’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
$501K Sell
4,036
-75
-2% -$9.3K 0.64% 52
2025
Q1
$406K Sell
4,111
-292
-7% -$28.8K 0.58% 57
2024
Q4
$490K Buy
+4,403
New +$490K 0.41% 78