EWM
Evercore Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Sell |
37,720
-3,749
| -9% | -$465K | 0.07% | 103 |
|
|
2025
Q1 | $4.09M | Sell |
41,469
-1,696
| -4% | -$167K | 0.07% | 106 |
|
|
2024
Q4 | $4.81M | Sell |
43,165
-1,258
| -3% | -$140K | 0.07% | 101 |
|
|
2024
Q3 | $4.27M | Sell |
44,423
-1,468
| -3% | -$141K | 0.06% | 107 |
|
|
2024
Q2 | $4.56M | Sell |
45,891
-2,380
| -5% | -$236K | 0.07% | 103 |
|
|
2024
Q1 | $5.91M | Sell |
48,271
-1,892
| -4% | -$232K | 0.09% | 91 |
|
|
2023
Q4 | $4.53M | Sell |
50,163
-3,937
| -7% | -$355K | 0.08% | 99 |
|
|
2023
Q3 | $4.38M | Sell |
54,100
-5,575
| -9% | -$452K | 0.08% | 97 |
|
|
2023
Q2 | $5.33M | Sell |
59,675
-6,987
| -10% | -$624K | 0.1% | 92 |
|
|
2023
Q1 | $6.67M | Sell |
66,662
-21,695
| -25% | -$2.17M | 0.13% | 77 |
|
|
2022
Q4 | $7.68M | Sell |
88,357
-371,028
| -81% | -$32.2M | 0.16% | 70 |
|
|
2022
Q3 | $43.3M | Sell |
459,385
-12,359
| -3% | -$1.17M | 0.98% | 34 |
|
|
2022
Q2 | $44.5M | Sell |
471,744
-5,718
| -1% | -$540K | 0.94% | 36 |
|
|
2022
Q1 | $65.5M | Buy |
477,462
+7,984
| +2% | +$1.1M | 1.16% | 32 |
|
|
2021
Q4 | $72.7M | Buy |
469,478
+5,947
| +1% | +$921K | 1.18% | 32 |
|
|
2021
Q3 | $78.4M | Sell |
463,531
-1,180
| -0.3% | -$200K | 1.42% | 27 |
|
|
2021
Q2 | $81.7M | Buy |
464,711
+6,885
| +2% | +$1.21M | 1.49% | 26 |
|
|
2021
Q1 | $84.5M | Buy |
457,826
+8,543
| +2% | +$1.58M | 1.67% | 20 |
|
|
2020
Q4 | $81.4M | Sell |
449,283
-21,403
| -5% | -$3.88M | 1.75% | 18 |
|
|
2020
Q3 | $58.4M | Buy |
470,686
+17,228
| +4% | +$2.14M | 1.43% | 27 |
|
|
2020
Q2 | $50.6M | Buy |
453,458
+79,583
| +21% | +$8.87M | 1.35% | 29 |
|
|
2020
Q1 | $36.1M | Buy |
373,875
+270,252
| +261% | +$26.1M | 1.19% | 32 |
|
|
2019
Q4 | $15M | Sell |
103,623
-1,953
| -2% | -$282K | 0.4% | 49 |
|
|
2019
Q3 | $13.8M | Buy |
105,576
+2,506
| +2% | +$327K | 0.4% | 54 |
|
|
2019
Q2 | $14.4M | Sell |
103,070
-196
| -0.2% | -$27.4K | 0.44% | 52 |
|
|
2019
Q1 | $11.5M | Buy |
103,266
+12,112
| +13% | +$1.34M | 0.37% | 55 |
|
|
2018
Q4 | $10M | Sell |
91,154
-2,368
| -3% | -$260K | 0.38% | 56 |
|
|
2018
Q3 | $10.9M | Buy |
93,522
+2,666
| +3% | +$312K | 0.35% | 60 |
|
|
2018
Q2 | $9.52M | Buy |
90,856
+13,145
| +17% | +$1.38M | 0.33% | 60 |
|
|
2018
Q1 | $7.81M | Sell |
77,711
-11,302
| -13% | -$1.14M | 0.3% | 63 |
|
|
2017
Q4 | $9.57M | Sell |
89,013
-1,767
| -2% | -$190K | 0.36% | 56 |
|
|
2017
Q3 | $8.95M | Sell |
90,780
-2,732
| -3% | -$269K | 0.35% | 58 |
|
|
2017
Q2 | $9.94M | Sell |
93,512
-3,430
| -4% | -$364K | 0.38% | 58 |
|
|
2017
Q1 | $11M | Sell |
96,942
-15,641
| -14% | -$1.77M | 0.43% | 55 |
|
|
2016
Q4 | $11.7M | Sell |
112,583
-2,091
| -2% | -$218K | 0.49% | 51 |
|
|
2016
Q3 | $10.6M | Sell |
114,674
-26,570
| -19% | -$2.47M | 0.44% | 56 |
|
|
2016
Q2 | $13.8M | Sell |
141,244
-53,408
| -27% | -$5.22M | 0.61% | 48 |
|
|
2016
Q1 | $19.3M | Sell |
194,652
-184,801
| -49% | -$18.4M | 0.85% | 41 |
|
|
2015
Q4 | $39.9M | Buy |
379,453
+6,917
| +2% | +$727K | 1.85% | 13 |
|
|
2015
Q3 | $38.1M | Buy |
372,536
+15,177
| +4% | +$1.55M | 1.82% | 10 |
|
|
2015
Q2 | $40.8M | Sell |
357,359
-3,396
| -0.9% | -$388K | 1.84% | 9 |
|
|
2015
Q1 | $37.8M | Buy |
360,755
+7,466
| +2% | +$783K | 1.74% | 10 |
|
|
2014
Q4 | $33.3M | Buy |
353,289
+6,528
| +2% | +$615K | 1.66% | 14 |
|
|
2014
Q3 | $30.9M | Buy |
346,761
+4,599
| +1% | +$410K | 1.55% | 14 |
|
|
2014
Q2 | $29.3M | Buy |
342,162
+11,593
| +4% | +$994K | 1.51% | 15 |
|
|
2014
Q1 | $26.5M | Sell |
330,569
-16,657
| -5% | -$1.33M | 1.48% | 15 |
|
|
2013
Q4 | $26.5M | Sell |
347,226
-9,502
| -3% | -$726K | 1.46% | 13 |
|
|
2013
Q3 | $23M | Sell |
356,728
-49,022
| -12% | -$3.16M | 1.32% | 16 |
|
|
2013
Q2 | $25.6M | Buy |
+405,750
| New | +$25.6M | 1.45% | 11 |
|