Unison Asset Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,235
| Closed | -$311K | – | 34 |
|
|
2024
Q3 | $311K | Hold |
3,235
| – | – | 0.15% | 28 |
|
|
2024
Q2 | $321K | Hold |
3,235
| – | – | 0.16% | 27 |
|
|
2024
Q1 | $396K | Hold |
3,235
| – | – | 0.21% | 27 |
|
|
2023
Q4 | $292K | Hold |
3,235
| – | – | 0.17% | 31 |
|
|
2023
Q3 | $262K | Hold |
3,235
| – | – | 0.17% | 31 |
|
|
2023
Q2 | $289K | Hold |
3,235
| – | – | 0.19% | 31 |
|
|
2023
Q1 | $324K | Hold |
3,235
| – | – | 0.25% | 29 |
|
|
2022
Q4 | $281K | Hold |
3,235
| – | – | 0.23% | 31 |
|
|
2022
Q3 | $305K | Buy |
+3,235
| New | +$305K | 0.27% | 32 |
|