MILESTONE ASSET MANAGEMENT, LLC DIS Holdings History
MILESTONE ASSET MANAGEMENT, LLC's The Walt Disney Co Holding Summary
As of 2025-03-31, MILESTONE ASSET MANAGEMENT, LLC held 30,983.00 shares of The Walt Disney Co(DIS), totaling $3.06 Mil. This investment constitutes 0.65% of their stock portfolio, and MILESTONE ASSET MANAGEMENT, LLC now holds 0% of the outstanding The Walt Disney Co(DIS) stock.
The initial trade took place in 2022Q4. And since then MILESTONE ASSET MANAGEMENT, LLC has made 6 purchases of DIS, at an average price of $96.36, for a total of 95,931.00 shares. In addition, there have been 3 sales at an average price of $107.44 for 64,948.00 shares. Based on historical transaction data and DIS's current price of $121.82, MILESTONE ASSET MANAGEMENT, LLC's estimated gain on his DIS holdings is $1.51 Mil, reflecting a 16.32% gain to date.
MILESTONE ASSET MANAGEMENT, LLC DIS ($121.82) Holding Chart
MILESTONE ASSET MANAGEMENT, LLC DIS ($121.82) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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