Union Savings Bank’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
2,071
-200
| -9% | -$23.8K | 0.11% | 114 |
|
|
2025
Q1 | $224K | Hold |
2,271
| – | – | 0.11% | 119 |
|
|
2024
Q4 | $253K | Sell |
2,271
-532
| -19% | -$59.2K | 0.12% | 111 |
|
|
2024
Q3 | $270K | Sell |
2,803
-558
| -17% | -$53.7K | 0.13% | 110 |
|
|
2024
Q2 | $334K | Sell |
3,361
-640
| -16% | -$63.5K | 0.18% | 100 |
|
|
2024
Q1 | $490K | Sell |
4,001
-1,019
| -20% | -$125K | 0.26% | 79 |
|
|
2023
Q4 | $453K | Sell |
5,020
-571
| -10% | -$51.6K | 0.26% | 81 |
|
|
2023
Q3 | $453K | Sell |
5,591
-285
| -5% | -$23.1K | 0.28% | 81 |
|
|
2023
Q2 | $522K | Buy |
+5,876
| New | +$522K | 0.31% | 75 |
|