Unified Trust Company’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $5.44M | Buy |
32,158
+204
| +0.6% | +$34.5K | 1.6% | 15 |
|
|
2021
Q2 | $5.62M | Buy |
31,954
+2,397
| +8% | +$421K | 1.66% | 14 |
|
|
2021
Q1 | $5.45M | Sell |
29,557
-6,187
| -17% | -$1.14M | 1.78% | 12 |
|
|
2020
Q4 | $6.16M | Buy |
35,744
+1,160
| +3% | +$200K | 3.57% | 3 |
|
|
2020
Q3 | $4.29M | Sell |
34,584
-903
| -3% | -$112K | 3.04% | 10 |
|
|
2020
Q2 | $3.96M | Buy |
35,487
+1,417
| +4% | +$158K | 2.98% | 10 |
|
|
2020
Q1 | $3.29M | Sell |
34,070
-476
| -1% | -$46K | 2.19% | 14 |
|
|
2019
Q4 | $5M | Buy |
34,546
+248
| +0.7% | +$35.9K | 3.1% | 9 |
|
|
2019
Q3 | $4.47M | Buy |
34,298
+9,319
| +37% | +$1.21M | 2.99% | 9 |
|
|
2019
Q2 | $3.49M | Buy |
24,979
+870
| +4% | +$121K | 2.43% | 19 |
|
|
2019
Q1 | $2.68M | Buy |
24,109
+4,175
| +21% | +$463K | 2% | 30 |
|
|
2018
Q4 | $2.19M | Buy |
+19,934
| New | +$2.19M | 1.99% | 26 |
|