UWM
Udine Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,889
| Closed | -$1.1M | – | 32 |
|
|
2024
Q4 | $1.1M | Buy |
+9,889
| New | +$1.1M | 0.71% | 29 |
|
|
2024
Q3 | – | Sell |
-18,552
| Closed | -$1.84M | – | 29 |
|
|
2024
Q2 | $1.84M | Buy |
18,552
+1,026
| +6% | +$102K | 1.28% | 19 |
|
|
2024
Q1 | $2.14M | Buy |
17,526
+228
| +1% | +$27.9K | 1.48% | 15 |
|
|
2023
Q4 | $1.56M | Buy |
+17,298
| New | +$1.56M | 1.24% | 20 |
|