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Unique Wealth Strategies’s Walt Disney DIS Stock Holding History

Unique Wealth Strategies’s Portfolio DIS Stock Details DIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$1.77M Hold
14,487
– – 0.83% 25
2024
Q1 		$1.77M Buy
14,487
+222
+2% +$27.2K 0.87% 25
2023
Q4 		$1.29M Buy
+14,265
New +$1.29M 0.86% 28