EWA
Etesian Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,143
| Closed | -$350K | – | 142 |
|
|
2024
Q4 | $350K | Sell |
3,143
-1,402
| -31% | -$156K | 0.15% | 115 |
|
|
2024
Q3 | $437K | Sell |
4,545
-3,014
| -40% | -$290K | 0.2% | 105 |
|
|
2024
Q2 | $751K | Sell |
7,559
-160
| -2% | -$15.9K | 0.42% | 73 |
|
|
2024
Q1 | $944K | Sell |
7,719
-110
| -1% | -$13.5K | 0.54% | 59 |
|
|
2023
Q4 | $708K | Sell |
7,829
-154
| -2% | -$13.9K | 0.43% | 71 |
|
|
2023
Q3 | $647K | Sell |
7,983
-1,539
| -16% | -$125K | 0.44% | 73 |
|
|
2023
Q2 | $850K | Sell |
9,522
-234
| -2% | -$20.9K | 0.55% | 62 |
|
|
2023
Q1 | $977K | Sell |
9,756
-538
| -5% | -$53.9K | 0.65% | 51 |
|
|
2022
Q4 | $894K | Buy |
+10,294
| New | +$894K | 0.65% | 53 |
|