UFF
USA Financial Formulas’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,210
| Closed | -$580K | – | 306 |
|
|
2024
Q4 | $580K | Buy |
5,210
+5,036
| +2,894% | +$561K | 0.09% | 91 |
|
|
2024
Q3 | $16.7K | Sell |
174
-108
| -38% | -$10.4K | ﹤0.01% | 251 |
|
|
2024
Q2 | $28K | Sell |
282
-3,252
| -92% | -$323K | ﹤0.01% | 251 |
|
|
2024
Q1 | $432K | Buy |
+3,534
| New | +$432K | 0.07% | 109 |
|
|
2023
Q3 | – | Sell |
-2
| Closed | -$179 | – | 510 |
|
|
2023
Q2 | $179 | Hold |
2
| – | – | ﹤0.01% | 485 |
|
|
2023
Q1 | $200 | Buy |
+2
| New | +$200 | ﹤0.01% | 418 |
|
|
2022
Q3 | $1K | Sell |
11
-32
| -74% | -$2.91K | ﹤0.01% | 225 |
|
|
2022
Q2 | $4K | Buy |
43
+32
| +291% | +$2.98K | 0.01% | 164 |
|
|
2022
Q1 | $2K | Buy |
11
+9
| +450% | +$1.64K | ﹤0.01% | 231 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 402 |
|
|
2021
Q3 | $0 | Sell |
2
-5,285
| -100% | – | ﹤0.01% | 420 |
|
|
2021
Q2 | $929K | Sell |
5,287
-1,203
| -19% | -$211K | 0.78% | 64 |
|
|
2021
Q1 | $1.2M | Buy |
6,490
+6,488
| +324,400% | +$1.2M | 0.97% | 33 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 337 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 332 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 258 |
|
|
2020
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 236 |
|
|
2019
Q4 | $0 | Sell |
2
-26,046
| -100% | – | ﹤0.01% | 245 |
|
|
2019
Q3 | $3.4M | Sell |
26,048
-25,769
| -50% | -$3.36M | 1.32% | 14 |
|
|
2019
Q2 | $5.75M | Buy |
51,817
+12,394
| +31% | +$1.38M | 2.89% | 16 |
|
|
2019
Q1 | $4.38M | Buy |
39,423
+36,652
| +1,323% | +$4.07M | 2.76% | 16 |
|
|
2018
Q4 | $324K | Sell |
2,771
-767
| -22% | -$89.7K | 0.08% | 213 |
|
|
2018
Q3 | $371K | Sell |
3,538
-3,619
| -51% | -$379K | 0.09% | 177 |
|
|
2018
Q2 | $719K | Sell |
7,157
-40
| -0.6% | -$4.02K | 0.17% | 117 |
|
|
2018
Q1 | $723K | Buy |
7,197
+2,978
| +71% | +$299K | 0.17% | 117 |
|
|
2017
Q4 | $454K | Sell |
4,219
-1,352
| -24% | -$145K | 0.11% | 173 |
|
|
2017
Q3 | $549K | Sell |
5,571
-21,345
| -79% | -$2.1M | 0.13% | 153 |
|
|
2017
Q2 | $2.86M | Buy |
+26,916
| New | +$2.86M | 0.69% | 65 |
|
|
2017
Q1 | – | Sell |
-10,623
| Closed | -$1.11M | – | 264 |
|
|
2016
Q4 | $1.11M | Buy |
+10,623
| New | +$1.11M | 0.28% | 78 |
|