First Citizens Financial Corp’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 | $295K | Hold |
2,379
| – | – | 0.16% | 104 |
|
2025
Q1 | $235K | Sell |
2,379
-38
| -2% | -$3.75K | 0.13% | 111 |
|
2024
Q4 | $269K | Hold |
2,417
| – | – | 0.15% | 99 |
|
2024
Q3 | $232K | Sell |
2,417
-13
| -0.5% | -$1.25K | 0.12% | 109 |
|
2024
Q2 | $241K | Hold |
2,430
| – | – | 0.14% | 102 |
|
2024
Q1 | $297K | Buy |
2,430
+38
| +2% | +$4.65K | 0.18% | 89 |
|
2023
Q4 | $216K | Buy |
+2,392
| New | +$216K | 0.14% | 104 |
|
2022
Q4 | – | Sell |
-2,857
| Closed | -$270K | – | 101 |
|
2022
Q3 | $270K | Sell |
2,857
-302
| -10% | -$28.5K | 0.27% | 73 |
|
2022
Q2 | $298K | Sell |
3,159
-1,000
| -24% | -$94.3K | 0.26% | 72 |
|
2022
Q1 | $570K | Hold |
4,159
| – | – | 0.43% | 50 |
|
2021
Q4 | $644K | Sell |
4,159
-33
| -0.8% | -$5.11K | 0.47% | 43 |
|
2021
Q3 | $709K | Sell |
4,192
-150
| -3% | -$25.4K | 0.57% | 36 |
|
2021
Q2 | $763K | Sell |
4,342
-50
| -1% | -$8.79K | 0.58% | 33 |
|
2021
Q1 | $810K | Sell |
4,392
-37
| -0.8% | -$6.82K | 0.66% | 31 |
|
2020
Q4 | $802K | Buy |
4,429
+270
| +6% | +$48.9K | 0.7% | 28 |
|
2020
Q3 | $516K | Sell |
4,159
-56
| -1% | -$6.95K | 0.51% | 38 |
|
2020
Q2 | $470K | Sell |
4,215
-60
| -1% | -$6.69K | 0.49% | 45 |
|
2020
Q1 | $413K | Sell |
4,275
-49
| -1% | -$4.73K | 0.54% | 39 |
|
2019
Q4 | $625K | Buy |
+4,324
| New | +$625K | 0.62% | 34 |
|