Ullmann Wealth Partners Group’s Walt Disney DIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,756	Closed	-$215K	–	110
2024 Q1	$215K	Buy	+1,756	New	+$215K	0.03%	108
2017 Q2	–	Sell	-41	Closed	-$4K	–	161
2017 Q1	$4K	Buy	+41	New	+$4K	﹤0.01%	138