First Personal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $353K | Buy |
3,671
+11
| +0.3% | +$1.06K | 0.07% | 100 |
|
|
2024
Q2 | $363K | Sell |
3,660
-135
| -4% | -$13.4K | 0.08% | 98 |
|
|
2024
Q1 | $464K | Sell |
3,795
-866
| -19% | -$106K | 0.11% | 87 |
|
|
2023
Q4 | $421K | Sell |
4,661
-66
| -1% | -$5.96K | 0.1% | 86 |
|
|
2023
Q3 | $383K | Sell |
4,727
-8
| -0.2% | -$648 | 0.1% | 85 |
|
|
2023
Q2 | $423K | Sell |
4,735
-50
| -1% | -$4.46K | 0.11% | 82 |
|
|
2023
Q1 | $479K | Sell |
4,785
-367
| -7% | -$36.7K | 0.12% | 77 |
|
|
2022
Q4 | $448K | Sell |
5,152
-102
| -2% | -$8.86K | 0.12% | 80 |
|
|
2022
Q3 | $496K | Sell |
5,254
-22
| -0.4% | -$2.08K | 0.14% | 79 |
|
|
2022
Q2 | $498K | Hold |
5,276
| – | – | 0.14% | 76 |
|
|
2022
Q1 | $724K | Sell |
5,276
-102
| -2% | -$14K | 0.17% | 76 |
|
|
2021
Q4 | $833K | Buy |
5,378
+116
| +2% | +$18K | 0.19% | 75 |
|
|
2021
Q3 | $890K | Sell |
5,262
-152
| -3% | -$25.7K | 0.22% | 72 |
|
|
2021
Q2 | $952K | Buy |
5,414
+285
| +6% | +$50.1K | 0.24% | 68 |
|
|
2021
Q1 | $946K | Sell |
5,129
-106
| -2% | -$19.6K | 0.26% | 66 |
|
|
2020
Q4 | $948K | Buy |
5,235
+139
| +3% | +$25.2K | 0.27% | 63 |
|
|
2020
Q3 | $632K | Sell |
5,096
-95
| -2% | -$11.8K | 0.2% | 70 |
|
|
2020
Q2 | $579K | Buy |
5,191
+49
| +1% | +$5.47K | 0.2% | 72 |
|
|
2020
Q1 | $497K | Sell |
5,142
-77
| -1% | -$7.44K | 0.19% | 73 |
|
|
2019
Q4 | $755K | Sell |
5,219
-672
| -11% | -$97.2K | 0.24% | 70 |
|
|
2019
Q3 | $768K | Sell |
5,891
-2,950
| -33% | -$385K | 0.24% | 72 |
|
|
2019
Q2 | $1.24M | Sell |
8,841
-248
| -3% | -$34.6K | 0.35% | 64 |
|
|
2019
Q1 | $1.01M | Buy |
9,089
+2,868
| +46% | +$318K | 0.31% | 71 |
|
|
2018
Q4 | $682K | Sell |
6,221
-560
| -8% | -$61.4K | 0.24% | 88 |
|
|
2018
Q3 | $793K | Buy |
6,781
+106
| +2% | +$12.4K | 0.25% | 84 |
|
|
2018
Q2 | $700K | Sell |
6,675
-1,426
| -18% | -$150K | 0.23% | 89 |
|
|
2018
Q1 | $814K | Sell |
8,101
-204
| -2% | -$20.5K | 0.18% | 109 |
|
|
2017
Q4 | $893K | Sell |
8,305
-104
| -1% | -$11.2K | 0.17% | 111 |
|
|
2017
Q3 | $829K | Sell |
8,409
-100
| -1% | -$9.86K | 0.17% | 111 |
|
|
2017
Q2 | $904K | Sell |
8,509
-335
| -4% | -$35.6K | 0.2% | 105 |
|
|
2017
Q1 | $1M | Buy |
8,844
+1,109
| +14% | +$126K | 0.24% | 91 |
|
|
2016
Q4 | $806K | Buy |
7,735
+76
| +1% | +$7.92K | 0.21% | 97 |
|
|
2016
Q3 | $711K | Sell |
7,659
-390
| -5% | -$36.2K | 0.21% | 98 |
|
|
2016
Q2 | $787K | Buy |
8,049
+1,196
| +17% | +$117K | 0.27% | 87 |
|
|
2016
Q1 | $681K | Sell |
6,853
-44
| -0.6% | -$4.37K | 0.34% | 73 |
|
|
2015
Q4 | $725K | Sell |
6,897
-51
| -0.7% | -$5.36K | 0.41% | 69 |
|
|
2015
Q3 | $711K | Buy |
6,948
+425
| +7% | +$43.5K | 0.43% | 70 |
|
|
2015
Q2 | $745K | Buy |
6,523
+20
| +0.3% | +$2.28K | 0.45% | 67 |
|
|
2015
Q1 | $683K | Sell |
6,503
-275
| -4% | -$28.9K | 0.41% | 72 |
|
|
2014
Q4 | $638K | Buy |
+6,778
| New | +$638K | 0.37% | 78 |
|