UCMOK
United Capital Management of KS’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-25,948
| Closed | -$4.02M | – | 93 |
|
|
2021
Q4 | $4.02M | Buy |
25,948
+2,418
| +10% | +$375K | 1.5% | 27 |
|
|
2021
Q3 | $3.98M | Buy |
23,530
+1,749
| +8% | +$296K | 1.63% | 23 |
|
|
2021
Q2 | $3.83M | Buy |
21,781
+772
| +4% | +$136K | 1.56% | 24 |
|
|
2021
Q1 | $3.88M | Buy |
21,009
+713
| +4% | +$132K | 1.78% | 18 |
|
|
2020
Q4 | $3.68M | Buy |
20,296
+2,755
| +16% | +$499K | 1.68% | 19 |
|
|
2020
Q3 | $2.18M | Buy |
17,541
+390
| +2% | +$48.4K | 1.14% | 35 |
|
|
2020
Q2 | $1.91M | Sell |
17,151
-4,529
| -21% | -$505K | 1.12% | 36 |
|
|
2020
Q1 | $2.09M | Buy |
21,680
+3,019
| +16% | +$292K | 1.76% | 22 |
|
|
2019
Q4 | $2.7M | Buy |
18,661
+1,112
| +6% | +$161K | 1.71% | 15 |
|
|
2019
Q3 | $2.3M | Buy |
17,549
+477
| +3% | +$62.4K | 1.68% | 16 |
|
|
2019
Q2 | $2.42M | Buy |
17,072
+464
| +3% | +$65.7K | 1.83% | 14 |
|
|
2019
Q1 | $2.24M | Buy |
16,608
+2,204
| +15% | +$298K | 1.76% | 14 |
|
|
2018
Q4 | $1.58M | Buy |
14,404
+1,809
| +14% | +$198K | 1.46% | 24 |
|
|
2018
Q3 | $1.38M | Buy |
+12,595
| New | +$1.38M | 1.11% | 27 |
|