UAS
United Asset Strategies’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.9M | Buy |
63,684
+725
| +1% | +$89.9K | 0.67% | 47 |
|
|
2025
Q1 | $6.21M | Buy |
62,959
+2,166
| +4% | +$214K | 0.58% | 54 |
|
|
2024
Q4 | $6.77M | Buy |
60,793
+507
| +0.8% | +$56.5K | 0.62% | 47 |
|
|
2024
Q3 | $5.8M | Buy |
60,286
+2,100
| +4% | +$202K | 0.54% | 52 |
|
|
2024
Q2 | $5.78M | Buy |
58,186
+1,513
| +3% | +$150K | 0.57% | 52 |
|
|
2024
Q1 | $6.93M | Buy |
56,673
+603
| +1% | +$73.8K | 0.69% | 49 |
|
|
2023
Q4 | $5.06M | Sell |
56,070
-167
| -0.3% | -$15.1K | 0.57% | 51 |
|
|
2023
Q3 | $4.56M | Buy |
56,237
+33,582
| +148% | +$2.72M | 0.59% | 47 |
|
|
2023
Q2 | $2.02M | Sell |
22,655
-10,598
| -32% | -$946K | 0.25% | 86 |
|
|
2023
Q1 | $3.33M | Buy |
33,253
+4,092
| +14% | +$410K | 0.44% | 64 |
|
|
2022
Q4 | $2.53M | Sell |
29,161
-12,092
| -29% | -$1.05M | 0.35% | 70 |
|
|
2022
Q3 | $3.89M | Sell |
41,253
-808
| -2% | -$76.2K | 0.6% | 54 |
|
|
2022
Q2 | $3.97M | Sell |
42,061
-12,412
| -23% | -$1.17M | 0.58% | 53 |
|
|
2022
Q1 | $7.47M | Buy |
54,473
+1,367
| +3% | +$188K | 0.95% | 41 |
|
|
2021
Q4 | $8.23M | Buy |
53,106
+48,360
| +1,019% | +$7.49M | 0.98% | 38 |
|
|
2021
Q3 | $803K | Sell |
4,746
-1,544
| -25% | -$261K | 0.1% | 129 |
|
|
2021
Q2 | $1.11M | Buy |
6,290
+384
| +7% | +$67.5K | 0.15% | 107 |
|
|
2021
Q1 | $1.09M | Sell |
5,906
-7,996
| -58% | -$1.48M | 0.16% | 103 |
|
|
2020
Q4 | $2.52M | Sell |
13,902
-35,034
| -72% | -$6.35M | 0.4% | 66 |
|
|
2020
Q3 | $6.07M | Sell |
48,936
-587
| -1% | -$72.8K | 1.12% | 33 |
|
|
2020
Q2 | $5.52M | Buy |
49,523
+516
| +1% | +$57.5K | 1.09% | 34 |
|
|
2020
Q1 | $4.73M | Sell |
49,007
-8,737
| -15% | -$844K | 1.17% | 29 |
|
|
2019
Q4 | $8.35M | Sell |
57,744
-12,356
| -18% | -$1.79M | 1.62% | 15 |
|
|
2019
Q3 | $9.14M | Buy |
70,100
+1,878
| +3% | +$245K | 2% | 7 |
|
|
2019
Q2 | $9.53M | Sell |
68,222
-488
| -0.7% | -$68.1K | 2.19% | 8 |
|
|
2019
Q1 | $7.63M | Buy |
68,710
+4,132
| +6% | +$459K | 1.79% | 11 |
|
|
2018
Q4 | $7.08M | Buy |
64,578
+74
| +0.1% | +$8.11K | 1.93% | 11 |
|
|
2018
Q3 | $7.54M | Buy |
64,504
+2,263
| +4% | +$265K | 1.78% | 13 |
|
|
2018
Q2 | $6.52M | Buy |
62,241
+2,615
| +4% | +$274K | 1.72% | 10 |
|
|
2018
Q1 | $5.99M | Buy |
59,626
+2,653
| +5% | +$266K | 1.77% | 12 |
|
|
2017
Q4 | $6.13M | Sell |
56,973
-4
| -0% | -$430 | 1.64% | 14 |
|
|
2017
Q3 | $5.62M | Sell |
56,977
-104
| -0.2% | -$10.3K | 3.18% | 5 |
|
|
2017
Q2 | $6.07M | Buy |
57,081
+5,684
| +11% | +$604K | 1.8% | 15 |
|
|
2017
Q1 | $5.83M | Buy |
51,397
+5,297
| +11% | +$601K | 1.78% | 15 |
|
|
2016
Q4 | $4.81M | Sell |
46,100
-71
| -0.2% | -$7.4K | 1.57% | 20 |
|
|
2016
Q3 | $4.25M | Buy |
46,171
+37,637
| +441% | +$3.46M | 1.49% | 27 |
|
|
2016
Q2 | $835K | Buy |
8,534
+330
| +4% | +$32.3K | 0.31% | 71 |
|
|
2016
Q1 | $815K | Sell |
8,204
-267
| -3% | -$26.5K | 0.36% | 65 |
|
|
2015
Q4 | $890K | Buy |
8,471
+623
| +8% | +$65.5K | 0.39% | 64 |
|
|
2015
Q3 | $792K | Buy |
7,848
+618
| +9% | +$62.4K | 0.36% | 67 |
|
|
2015
Q2 | $825K | Buy |
7,230
+37
| +0.5% | +$4.22K | 0.37% | 72 |
|
|
2015
Q1 | $782K | Buy |
7,193
+672
| +10% | +$73.1K | 0.36% | 67 |
|
|
2014
Q4 | $614K | Sell |
6,521
-208
| -3% | -$19.6K | 0.26% | 80 |
|
|
2014
Q3 | $599K | Sell |
6,729
-283
| -4% | -$25.2K | 0.27% | 80 |
|
|
2014
Q2 | $601K | Buy |
7,012
+609
| +10% | +$52.2K | 0.29% | 75 |
|
|
2014
Q1 | $513K | Buy |
6,403
+294
| +5% | +$23.6K | 0.29% | 69 |
|
|
2013
Q4 | $467K | Buy |
6,109
+324
| +6% | +$24.8K | 0.32% | 65 |
|
|
2013
Q3 | $373K | Sell |
5,785
-526
| -8% | -$33.9K | 0.24% | 73 |
|
|
2013
Q2 | $399K | Buy |
+6,311
| New | +$399K | 0.26% | 76 |
|