UWM
USAdvisors Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,662
| Closed | -$201K | – | 130 |
|
|
2024
Q1 | $201K | Buy |
+1,662
| New | +$201K | 0.08% | 130 |
|
|
2023
Q3 | – | Sell |
-2,238
| Closed | -$201K | – | 106 |
|
|
2023
Q2 | $201K | Sell |
2,238
-209
| -9% | -$18.8K | 0.1% | 100 |
|
|
2023
Q1 | $245K | Sell |
2,447
-691
| -22% | -$69.2K | 0.12% | 104 |
|
|
2022
Q4 | $273K | Buy |
3,138
+311
| +11% | +$27.1K | 0.13% | 96 |
|
|
2022
Q3 | $267K | Buy |
2,827
+349
| +14% | +$33K | 0.14% | 102 |
|
|
2022
Q2 | $234K | Sell |
2,478
-4
| -0.2% | -$378 | 0.12% | 103 |
|
|
2022
Q1 | $340K | Buy |
2,482
+142
| +6% | +$19.5K | 0.15% | 98 |
|
|
2021
Q4 | $362K | Sell |
2,340
-19
| -0.8% | -$2.94K | 0.15% | 91 |
|
|
2021
Q3 | $399K | Buy |
2,359
+287
| +14% | +$48.5K | 0.17% | 83 |
|
|
2021
Q2 | $364K | Sell |
2,072
-95
| -4% | -$16.7K | 0.2% | 81 |
|
|
2021
Q1 | $399K | Hold |
2,167
| – | – | 0.19% | 80 |
|
|
2020
Q4 | $365K | Sell |
2,167
-312
| -13% | -$52.6K | 0.18% | 70 |
|
|
2020
Q3 | $307 | Sell |
2,479
-21
| -0.8% | -$3 | 0.05% | 58 |
|
|
2020
Q2 | $279K | Buy |
2,500
+75
| +3% | +$8.37K | 0.15% | 62 |
|
|
2020
Q1 | $234K | Buy |
2,425
+122
| +5% | +$11.8K | 0.14% | 64 |
|
|
2019
Q4 | $333K | Buy |
+2,303
| New | +$333K | 0.17% | 66 |
|