EWA
Encompass Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Sell |
3,081
-4
| -0.1% | -$496 | 0.14% | 74 |
|
|
2025
Q1 | $304K | Sell |
3,085
-499
| -14% | -$49.3K | 0.12% | 81 |
|
|
2024
Q4 | $399K | Buy |
3,584
+859
| +32% | +$95.7K | 0.16% | 70 |
|
|
2024
Q3 | $262K | Buy |
2,725
+8
| +0.3% | +$770 | 0.07% | 206 |
|
|
2024
Q2 | $270K | Sell |
2,717
-5,385
| -66% | -$535K | 0.07% | 196 |
|
|
2024
Q1 | $991K | Buy |
8,102
+5,378
| +197% | +$658K | 0.26% | 82 |
|
|
2023
Q4 | $246K | Buy |
2,724
+50
| +2% | +$4.52K | 0.07% | 184 |
|
|
2023
Q3 | $217K | Sell |
2,674
-1,156
| -30% | -$93.7K | 0.07% | 187 |
|
|
2023
Q2 | $342K | Hold |
3,830
| – | – | 0.11% | 153 |
|
|
2023
Q1 | $384K | Sell |
3,830
-770
| -17% | -$77.1K | 0.13% | 137 |
|
|
2022
Q4 | $400K | Buy |
4,600
+100
| +2% | +$8.69K | 0.15% | 122 |
|
|
2022
Q3 | $425K | Hold |
4,500
| – | – | 0.16% | 121 |
|
|
2022
Q2 | $425K | Hold |
4,500
| – | – | 0.15% | 122 |
|
|
2022
Q1 | $617K | Buy |
4,500
+100
| +2% | +$13.7K | 0.16% | 112 |
|
|
2021
Q4 | $682K | Buy |
4,400
+1,250
| +40% | +$194K | 0.17% | 104 |
|
|
2021
Q3 | $532K | Sell |
3,150
-170
| -5% | -$28.7K | 0.14% | 121 |
|
|
2021
Q2 | $583K | Hold |
3,320
| – | – | 0.14% | 123 |
|
|
2021
Q1 | $611K | Buy |
3,320
+500
| +18% | +$92K | 0.16% | 116 |
|
|
2020
Q4 | $511K | Buy |
+2,820
| New | +$511K | 0.29% | 61 |
|