United Advisor Group’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 | $1M | Buy |
8,090
+4,458
| +123% | +$553K | 0.17% | 136 |
|
|
2025
Q1 | $359K | Sell |
3,632
-1,175
| -24% | -$116K | 0.07% | 247 |
|
|
2024
Q4 | $535K | Sell |
4,807
-408
| -8% | -$45.4K | 0.11% | 186 |
|
|
2024
Q3 | $502K | Buy |
5,215
+2,443
| +88% | +$235K | 0.11% | 190 |
|
|
2024
Q2 | $275K | Buy |
+2,772
| New | +$275K | 0.09% | 212 |
|