Ulland Investment Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3
| Closed | – | – | 229 |
|
|
2023
Q4 | $0 | Sell |
3
-9
| -75% | – | ﹤0.01% | 208 |
|
|
2023
Q3 | $1K | Sell |
12
-770
| -98% | -$64.2K | ﹤0.01% | 203 |
|
|
2023
Q2 | $70K | Sell |
782
-50
| -6% | -$4.48K | 0.07% | 90 |
|
|
2023
Q1 | $83K | Hold |
832
| – | – | 0.1% | 75 |
|
|
2022
Q4 | $72K | Buy |
832
+528
| +174% | +$45.7K | 0.09% | 80 |
|
|
2022
Q3 | $29K | Hold |
304
| – | – | 0.03% | 116 |
|
|
2022
Q2 | $29K | Sell |
304
-40
| -12% | -$3.82K | 0.03% | 123 |
|
|
2022
Q1 | $47K | Sell |
344
-4
| -1% | -$547 | 0.04% | 109 |
|
|
2021
Q4 | $54K | Buy |
+348
| New | +$54K | 0.03% | 100 |
|