Miller Investment Management’s Walt Disney DIS Stock Holding History

Miller Investment Management’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$437K	Hold	3,523	–	–	0.05%	82
2025 Q1	$348K	Hold	3,523	–	–	0.04%	86
2024 Q4	$392K	Hold	3,523	–	–	0.04%	86
2024 Q3	$339K	Hold	3,523	–	–	0.04%	90
2024 Q2	$350K	Hold	3,523	–	–	0.04%	87
2024 Q1	$431K	Hold	3,523	–	–	0.06%	87
2023 Q4	$318K	Sell	3,523 -13,500	-79%	-$1.22M	0.05%	88
2023 Q3	$1.38M	Hold	17,023	–	–	0.22%	49
2023 Q2	$1.52M	Hold	17,023	–	–	0.23%	49
2023 Q1	$1.7M	Hold	17,023	–	–	0.28%	41
2022 Q4	$1.48M	Hold	17,023	–	–	0.25%	46
2022 Q3	$1.61M	Hold	17,023	–	–	0.34%	36
2022 Q2	$1.61M	Hold	17,023	–	–	0.33%	40
2022 Q1	$2.34M	Hold	17,023	–	–	0.37%	33
2021 Q4	$2.64M	Hold	17,023	–	–	0.38%	31
2021 Q3	$2.88M	Hold	17,023	–	–	0.49%	28
2021 Q2	$2.99M	Hold	17,023	–	–	0.52%	21
2021 Q1	$3.14M	Hold	17,023	–	–	0.58%	18
2020 Q4	$3.08M	Hold	17,023	–	–	0.57%	17
2020 Q3	$2.11M	Hold	17,023	–	–	0.52%	21
2020 Q2	$1.9M	Hold	17,023	–	–	0.56%	21
2020 Q1	$1.64M	Buy	17,023 +13,500	+383%	+$1.3M	0.53%	23
2019 Q4	$510K	Hold	3,523	–	–	0.11%	56
2019 Q3	$459K	Hold	3,523	–	–	0.1%	58
2019 Q2	$492K	Hold	3,523	–	–	0.11%	55
2019 Q1	$391K	Hold	3,523	–	–	0.1%	60
2018 Q4	$386K	Hold	3,523	–	–	0.11%	57
2018 Q3	$412K	Hold	3,523	–	–	0.12%	58
2018 Q2	$369K	Hold	3,523	–	–	0.11%	67
2018 Q1	$354K	Hold	3,523	–	–	0.12%	63
2017 Q4	$379K	Hold	3,523	–	–	0.12%	59
2017 Q3	$347K	Hold	3,523	–	–	0.11%	60
2017 Q2	$374K	Sell	3,523 -50	-1%	-$5.31K	0.13%	56
2017 Q1	$405K	Hold	3,573	–	–	0.15%	53
2016 Q4	$372K	Sell	3,573 -50	-1%	-$5.21K	0.12%	56
2016 Q3	$336K	Sell	3,623 -3,520	-49%	-$326K	0.12%	60
2016 Q2	$699K	Buy	7,143 +100	+1%	+$9.79K	0.27%	38
2016 Q1	$699K	Hold	7,043	–	–	0.31%	37
2015 Q4	$740K	Hold	7,043	–	–	0.29%	36
2015 Q3	$720K	Sell	7,043 -6,100	-46%	-$624K	0.29%	39
2015 Q2	$1.5M	Hold	13,143	–	–	0.56%	26
2015 Q1	$1.38M	Hold	13,143	–	–	0.5%	30
2014 Q4	$1.24M	Hold	13,143	–	–	0.47%	30
2014 Q3	$1.17M	Hold	13,143	–	–	0.56%	33
2014 Q2	$1.13M	Hold	13,143	–	–	0.5%	34
2014 Q1	$1.05M	Hold	13,143	–	–	0.59%	35
2013 Q4	$1M	Buy	13,143 +2,500	+23%	+$191K	0.56%	37
2013 Q3	$686K	Buy	10,643 +2,750	+35%	+$177K	0.41%	41
2013 Q2	$498K	Buy	+7,893	New	+$498K	0.35%	44