First Business Financial Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
3,032
-19,449
| -87% | -$2.41M | 0.03% | 142 |
|
|
2025
Q1 | $2.22M | Buy |
22,481
+2,690
| +14% | +$266K | 0.22% | 50 |
|
|
2024
Q4 | $2.2M | Sell |
19,791
-167
| -0.8% | -$18.6K | 0.22% | 47 |
|
|
2024
Q3 | $1.92M | Buy |
19,958
+2,119
| +12% | +$204K | 0.19% | 49 |
|
|
2024
Q2 | $1.77M | Buy |
17,839
+953
| +6% | +$94.6K | 0.19% | 49 |
|
|
2024
Q1 | $2.07M | Buy |
16,886
+1,416
| +9% | +$173K | 0.22% | 40 |
|
|
2023
Q4 | $1.4M | Sell |
15,470
-1,044
| -6% | -$94.3K | 0.16% | 57 |
|
|
2023
Q3 | $1.34M | Buy |
16,514
+113
| +0.7% | +$9.16K | 0.17% | 61 |
|
|
2023
Q2 | $1.46M | Buy |
16,401
+472
| +3% | +$42.1K | 0.18% | 59 |
|
|
2023
Q1 | $1.59M | Buy |
15,929
+1,177
| +8% | +$118K | 0.2% | 43 |
|
|
2022
Q4 | $1.28M | Sell |
14,752
-1,712
| -10% | -$149K | 0.17% | 58 |
|
|
2022
Q3 | $1.55M | Buy |
16,464
+1,277
| +8% | +$120K | 0.22% | 40 |
|
|
2022
Q2 | $1.43M | Sell |
15,187
-763
| -5% | -$72K | 0.19% | 44 |
|
|
2022
Q1 | $2.19M | Buy |
15,950
+395
| +3% | +$54.2K | 0.24% | 24 |
|
|
2021
Q4 | $2.41M | Buy |
15,555
+1,020
| +7% | +$158K | 0.25% | 22 |
|
|
2021
Q3 | $2.46M | Buy |
14,535
+404
| +3% | +$68.3K | 0.28% | 18 |
|
|
2021
Q2 | $2.48M | Buy |
14,131
+1,389
| +11% | +$244K | 0.29% | 18 |
|
|
2021
Q1 | $2.35M | Sell |
12,742
-964
| -7% | -$178K | 0.31% | 18 |
|
|
2020
Q4 | $2.48M | Buy |
13,706
+487
| +4% | +$88.2K | 0.36% | 16 |
|
|
2020
Q3 | $1.64M | Sell |
13,219
-301
| -2% | -$37.3K | 0.27% | 20 |
|
|
2020
Q2 | $1.51M | Buy |
13,520
+2,799
| +26% | +$312K | 0.27% | 20 |
|
|
2020
Q1 | $1.04M | Sell |
10,721
-133
| -1% | -$12.9K | 0.21% | 22 |
|
|
2019
Q4 | $1.57M | Sell |
10,854
-49
| -0.4% | -$7.09K | 0.25% | 20 |
|
|
2019
Q3 | $1.42M | Sell |
10,903
-308
| -3% | -$40.1K | 0.24% | 19 |
|
|
2019
Q2 | $1.57M | Buy |
11,211
+1,063
| +10% | +$148K | 0.27% | 18 |
|
|
2019
Q1 | $1.13M | Sell |
10,148
-186
| -2% | -$20.7K | 0.2% | 21 |
|
|
2018
Q4 | $1.13M | Buy |
10,334
+905
| +10% | +$99.2K | 0.19% | 29 |
|
|
2018
Q3 | $1.1M | Hold |
9,429
| – | – | 0.17% | 27 |
|
|
2018
Q2 | $988K | Buy |
9,429
+301
| +3% | +$31.5K | 0.18% | 20 |
|
|
2018
Q1 | $917K | Buy |
9,128
+276
| +3% | +$27.7K | 0.17% | 19 |
|
|
2017
Q4 | $952K | Buy |
8,852
+1,250
| +16% | +$134K | 0.17% | 20 |
|
|
2017
Q3 | $749K | Buy |
7,602
+837
| +12% | +$82.5K | 0.15% | 20 |
|
|
2017
Q2 | $719K | Sell |
6,765
-122
| -2% | -$13K | 0.15% | 19 |
|
|
2017
Q1 | $781K | Buy |
6,887
+1,688
| +32% | +$191K | 0.16% | 18 |
|
|
2016
Q4 | $541K | Buy |
5,199
+163
| +3% | +$17K | 0.13% | 27 |
|
|
2016
Q3 | $468K | Hold |
5,036
| – | – | 0.11% | 33 |
|
|
2016
Q2 | $493K | Sell |
5,036
-260
| -5% | -$25.5K | 0.13% | 22 |
|
|
2016
Q1 | $526K | Buy |
+5,296
| New | +$526K | 0.14% | 23 |
|