United Bank (Virginia)’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,242
| Closed | -$425K | – | 152 |
|
|
2023
Q3 | $425K | Sell |
5,242
-61
| -1% | -$4.94K | 0.06% | 102 |
|
|
2023
Q2 | $473K | Hold |
5,303
| – | – | 0.06% | 100 |
|
|
2023
Q1 | $531K | Buy |
5,303
+61
| +1% | +$6.11K | 0.07% | 96 |
|
|
2022
Q4 | $455K | Sell |
5,242
-3,692
| -41% | -$321K | 0.06% | 103 |
|
|
2022
Q3 | $843K | Buy |
8,934
+65
| +0.7% | +$6.13K | 0.13% | 75 |
|
|
2022
Q2 | $838K | Sell |
8,869
-138
| -2% | -$13K | 0.13% | 75 |
|
|
2022
Q1 | $1.24M | Sell |
9,007
-3,500
| -28% | -$480K | 0.16% | 62 |
|
|
2021
Q4 | $1.94M | Hold |
12,507
| – | – | 0.24% | 53 |
|
|
2021
Q3 | $2.12M | Sell |
12,507
-128
| -1% | -$21.7K | 0.28% | 47 |
|
|
2021
Q2 | $2.22M | Sell |
12,635
-75
| -0.6% | -$13.2K | 0.3% | 44 |
|
|
2021
Q1 | $2.35M | Sell |
12,710
-127
| -1% | -$23.4K | 0.32% | 48 |
|
|
2020
Q4 | $2.33M | Buy |
12,837
+2,600
| +25% | +$471K | 0.35% | 46 |
|
|
2020
Q3 | $1.27M | Sell |
10,237
-1,328
| -11% | -$165K | 0.22% | 59 |
|
|
2020
Q2 | $1.29M | Sell |
11,565
-490
| -4% | -$54.7K | 0.23% | 59 |
|
|
2020
Q1 | $1.17M | Sell |
12,055
-426
| -3% | -$41.2K | 0.25% | 56 |
|
|
2019
Q4 | $1.81M | Sell |
12,481
-256
| -2% | -$37K | 0.31% | 52 |
|
|
2019
Q3 | $1.66M | Buy |
12,737
+556
| +5% | +$72.5K | 0.3% | 52 |
|
|
2019
Q2 | $1.7M | Buy |
12,181
+6,923
| +132% | +$966K | 0.28% | 54 |
|
|
2019
Q1 | $583K | Buy |
5,258
+1,727
| +49% | +$191K | 0.11% | 85 |
|
|
2018
Q4 | $387K | Buy |
3,531
+302
| +9% | +$33.1K | 0.08% | 105 |
|
|
2018
Q3 | $378K | Hold |
3,229
| – | – | 0.08% | 97 |
|
|
2018
Q2 | $339K | Sell |
3,229
-341
| -10% | -$35.8K | 0.08% | 98 |
|
|
2018
Q1 | $359K | Sell |
3,570
-156
| -4% | -$15.7K | 0.08% | 95 |
|
|
2017
Q4 | $401K | Buy |
+3,726
| New | +$401K | 0.1% | 94 |
|