EWM
Empirical Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
15,460
+695
| +5% | +$86.2K | 0.04% | 235 |
|
|
2025
Q1 | $1.46M | Sell |
14,765
-3,364
| -19% | -$332K | 0.04% | 252 |
|
|
2024
Q4 | $2.02M | Buy |
18,129
+923
| +5% | +$103K | 0.05% | 195 |
|
|
2024
Q3 | $1.66M | Buy |
17,206
+1,114
| +7% | +$107K | 0.05% | 205 |
|
|
2024
Q2 | $1.6M | Buy |
16,092
+769
| +5% | +$76.4K | 0.05% | 204 |
|
|
2024
Q1 | $1.87M | Buy |
15,323
+277
| +2% | +$33.9K | 0.06% | 183 |
|
|
2023
Q4 | $1.36M | Sell |
15,046
-310
| -2% | -$28K | 0.05% | 209 |
|
|
2023
Q3 | $1.24M | Buy |
15,356
+1,272
| +9% | +$103K | 0.05% | 204 |
|
|
2023
Q2 | $1.26M | Buy |
14,084
+1,336
| +10% | +$119K | 0.05% | 204 |
|
|
2023
Q1 | $1.28M | Buy |
12,748
+70
| +0.6% | +$7.01K | 0.06% | 183 |
|
|
2022
Q4 | $1.1M | Sell |
12,678
-742
| -6% | -$64.5K | 0.05% | 196 |
|
|
2022
Q3 | $1.27M | Buy |
13,420
+2,305
| +21% | +$217K | 0.07% | 174 |
|
|
2022
Q2 | $1.05M | Buy |
11,115
+1,621
| +17% | +$153K | 0.06% | 194 |
|
|
2022
Q1 | $1.3M | Sell |
9,494
-1,946
| -17% | -$267K | 0.06% | 180 |
|
|
2021
Q4 | $1.77M | Sell |
11,440
-699
| -6% | -$108K | 0.09% | 147 |
|
|
2021
Q3 | $2.05M | Buy |
12,139
+1,270
| +12% | +$215K | 0.12% | 118 |
|
|
2021
Q2 | $1.91M | Buy |
10,869
+1,282
| +13% | +$225K | 0.12% | 117 |
|
|
2021
Q1 | $1.77M | Sell |
9,587
-1,110
| -10% | -$205K | 0.14% | 109 |
|
|
2020
Q4 | $1.94M | Buy |
10,697
+940
| +10% | +$170K | 0.15% | 101 |
|
|
2020
Q3 | $1.21M | Buy |
9,757
+600
| +7% | +$74.5K | 0.1% | 126 |
|
|
2020
Q2 | $1.02M | Sell |
9,157
-1,645
| -15% | -$183K | 0.1% | 125 |
|
|
2020
Q1 | $1.04M | Sell |
10,802
-22
| -0.2% | -$2.12K | 0.11% | 109 |
|
|
2019
Q4 | $1.57M | Sell |
10,824
-1,536
| -12% | -$222K | 0.17% | 89 |
|
|
2019
Q3 | $1.61M | Buy |
12,360
+1,103
| +10% | +$144K | 0.2% | 79 |
|
|
2019
Q2 | $1.57M | Buy |
11,257
+1,372
| +14% | +$192K | 0.2% | 81 |
|
|
2019
Q1 | $1.1M | Buy |
9,885
+569
| +6% | +$63.2K | 0.16% | 80 |
|
|
2018
Q4 | $1.02M | Buy |
9,316
+4,433
| +91% | +$486K | 0.17% | 71 |
|
|
2018
Q3 | $571K | Sell |
4,883
-196
| -4% | -$22.9K | 0.1% | 110 |
|
|
2018
Q2 | $532K | Buy |
5,079
+269
| +6% | +$28.2K | 0.1% | 105 |
|
|
2018
Q1 | $483K | Buy |
4,810
+329
| +7% | +$33K | 0.1% | 103 |
|
|
2017
Q4 | $482K | Hold |
4,481
| – | – | 0.1% | 91 |
|
|
2017
Q3 | $442K | Buy |
4,481
+1
| +0% | +$99 | 0.1% | 90 |
|
|
2017
Q2 | $476K | Hold |
4,480
| – | – | 0.12% | 85 |
|
|
2017
Q1 | $508K | Sell |
4,480
-739
| -14% | -$83.8K | 0.13% | 83 |
|
|
2016
Q4 | $544K | Buy |
5,219
+660
| +14% | +$68.8K | 0.13% | 74 |
|
|
2016
Q3 | $423K | Buy |
4,559
+870
| +24% | +$80.7K | 0.11% | 77 |
|
|
2016
Q2 | $361K | Buy |
3,689
+37
| +1% | +$3.62K | 0.09% | 80 |
|
|
2016
Q1 | $363K | Buy |
3,652
+67
| +2% | +$6.66K | 0.09% | 81 |
|
|
2015
Q4 | $377K | Sell |
3,585
-1,005
| -22% | -$106K | 0.09% | 81 |
|
|
2015
Q3 | $469K | Buy |
4,590
+556
| +14% | +$56.8K | 0.11% | 76 |
|
|
2015
Q2 | $460K | Buy |
4,034
+1,309
| +48% | +$149K | 0.11% | 80 |
|
|
2015
Q1 | $286K | Sell |
2,725
-547
| -17% | -$57.4K | 0.07% | 84 |
|
|
2014
Q4 | $308K | Buy |
3,272
+200
| +7% | +$18.8K | 0.08% | 80 |
|
|
2014
Q3 | $273K | Hold |
3,072
| – | – | 0.07% | 88 |
|
|
2014
Q2 | $263K | Hold |
3,072
| – | – | 0.07% | 86 |
|
|
2014
Q1 | $246K | Buy |
3,072
+2
| +0.1% | +$160 | 0.06% | 86 |
|
|
2013
Q4 | $235K | Buy |
+3,070
| New | +$235K | 0.07% | 86 |
|