First Capital Advisors Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $72.2K | Buy |
+809
| New | +$72.2K | 0.04% | 251 |
|
2018
Q4 | $390K | Sell |
3,559
-84
| -2% | -$9.21K | 0.29% | 76 |
|
2018
Q3 | $426K | Sell |
3,643
-72
| -2% | -$8.42K | 0.26% | 85 |
|
2018
Q2 | $389K | Sell |
3,715
-899
| -19% | -$94.1K | 0.26% | 88 |
|
2018
Q1 | $463K | Sell |
4,614
-1,151
| -20% | -$115K | 0.27% | 77 |
|
2017
Q4 | $620K | Buy |
5,765
+369
| +7% | +$39.7K | 0.39% | 66 |
|
2017
Q3 | $532K | Sell |
5,396
-1,119
| -17% | -$110K | 0.37% | 77 |
|
2017
Q2 | $692K | Buy |
6,515
+24
| +0.4% | +$2.55K | 0.47% | 62 |
|
2017
Q1 | $736K | Buy |
6,491
+546
| +9% | +$61.9K | 0.55% | 56 |
|
2016
Q4 | $620K | Buy |
+5,945
| New | +$620K | 0.57% | 49 |
|