First National Bank of South Miami’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 | $239K | Sell |
2,677
-884
| -25% | -$78.9K | 0.19% | 96 |
|
|
2023
Q1 | $357K | Sell |
3,561
-196
| -5% | -$19.6K | 0.28% | 81 |
|
|
2022
Q4 | $326K | Sell |
3,757
-527
| -12% | -$45.7K | 0.24% | 91 |
|
|
2022
Q3 | $404K | Sell |
4,284
-179
| -4% | -$16.9K | 0.31% | 75 |
|
|
2022
Q2 | $421K | Sell |
4,463
-931
| -17% | -$87.8K | 0.29% | 79 |
|
|
2022
Q1 | $740K | Sell |
5,394
-518
| -9% | -$71.1K | 0.45% | 60 |
|
|
2021
Q4 | $916K | Buy |
5,912
+159
| +3% | +$24.6K | 0.55% | 49 |
|
|
2021
Q3 | $973K | Buy |
5,753
+120
| +2% | +$20.3K | 0.65% | 39 |
|
|
2021
Q2 | $990K | Buy |
5,633
+499
| +10% | +$87.7K | 0.68% | 34 |
|
|
2021
Q1 | $948K | Buy |
5,134
+787
| +18% | +$145K | 0.72% | 35 |
|
|
2020
Q4 | $788K | Sell |
4,347
-514
| -11% | -$93.2K | 0.68% | 39 |
|
|
2020
Q3 | $603K | Sell |
4,861
-57
| -1% | -$7.07K | 0.57% | 46 |
|
|
2020
Q2 | $548K | Sell |
4,918
-293
| -6% | -$32.6K | 0.59% | 49 |
|
|
2020
Q1 | $503K | Sell |
5,211
-193
| -4% | -$18.6K | 0.63% | 49 |
|
|
2019
Q4 | $781K | Sell |
5,404
-939
| -15% | -$136K | 0.77% | 39 |
|
|
2019
Q3 | $871K | Hold |
6,343
| – | – | 0.83% | 33 |
|
|
2019
Q2 | $907K | Sell |
6,343
-2
| -0% | -$286 | 0.85% | 33 |
|
|
2019
Q1 | $704K | Sell |
6,345
-89
| -1% | -$9.88K | 0.67% | 42 |
|
|
2018
Q4 | $717K | Buy |
+6,434
| New | +$717K | 0.7% | 40 |
|