First Western Trust Bank’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 | $3.11M | Sell |
25,086
-496
| -2% | -$61.5K | 0.14% | 50 |
|
|
2025
Q1 | $2.52M | Sell |
25,582
-3,715
| -13% | -$367K | 0.12% | 54 |
|
|
2024
Q4 | $3.26M | Buy |
29,297
+875
| +3% | +$97.4K | 0.15% | 51 |
|
|
2024
Q3 | $2.73M | Sell |
28,422
-3,499
| -11% | -$337K | 0.12% | 57 |
|
|
2024
Q2 | $3.17M | Sell |
31,921
-4,430
| -12% | -$440K | 0.15% | 51 |
|
|
2024
Q1 | $4.45M | Sell |
36,351
-3,349
| -8% | -$410K | 0.2% | 44 |
|
|
2023
Q4 | $3.58M | Sell |
39,700
-3,311
| -8% | -$299K | 0.18% | 48 |
|
|
2023
Q3 | $3.49M | Sell |
43,011
-2,908
| -6% | -$236K | 0.19% | 51 |
|
|
2023
Q2 | $4.1M | Sell |
45,919
-2,227
| -5% | -$199K | 0.2% | 49 |
|
|
2023
Q1 | $4.82M | Buy |
48,146
+2,514
| +6% | +$252K | 0.25% | 42 |
|
|
2022
Q4 | $3.96M | Buy |
45,632
+1,548
| +4% | +$134K | 0.23% | 47 |
|
|
2022
Q3 | $4.16M | Buy |
44,084
+149
| +0.3% | +$14.1K | 0.28% | 43 |
|
|
2022
Q2 | $4.2M | Sell |
43,935
-4,613
| -10% | -$441K | 0.28% | 42 |
|
|
2022
Q1 | $6.84M | Buy |
+48,548
| New | +$6.84M | 0.35% | 37 |
|