Ulland Investment Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $5K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $0 | Sell |
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|
2023
Q3 | $1K | Sell |
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|
2023
Q2 | $70K | Sell |
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|
2023
Q1 | $83K | Hold |
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|
2022
Q4 | $72K | Buy |
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|
2022
Q3 | $29K | Hold |
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|
2022
Q2 | $29K | Sell |
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|
2022
Q1 | $47K | Sell |
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|
2021
Q4 | $54K | Buy |
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