EWM
Evermay Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
2,077
+100
| +5% | +$12.4K | 0.03% | 178 |
|
|
2025
Q1 | $195K | Sell |
1,977
-90
| -4% | -$8.88K | 0.03% | 191 |
|
|
2024
Q4 | $231K | Sell |
2,067
-110
| -5% | -$12.3K | 0.04% | 180 |
|
|
2024
Q3 | $209K | Sell |
2,177
-1,742
| -44% | -$168K | 0.03% | 196 |
|
|
2024
Q2 | $389K | Sell |
3,919
-280
| -7% | -$27.8K | 0.06% | 144 |
|
|
2024
Q1 | $514K | Buy |
4,199
+1,494
| +55% | +$183K | 0.08% | 124 |
|
|
2023
Q4 | $245K | Sell |
2,705
-971
| -26% | -$87.9K | 0.05% | 165 |
|
|
2023
Q3 | $298K | Buy |
3,676
+709
| +24% | +$57.5K | 0.06% | 127 |
|
|
2023
Q2 | $265K | Sell |
2,967
-492
| -14% | -$43.9K | 0.05% | 152 |
|
|
2023
Q1 | $346K | Buy |
3,459
+108
| +3% | +$10.8K | 0.07% | 121 |
|
|
2022
Q4 | $291K | Sell |
3,351
-1,680
| -33% | -$146K | 0.06% | 138 |
|
|
2022
Q3 | $475K | Sell |
5,031
-380
| -7% | -$35.9K | 0.09% | 92 |
|
|
2022
Q2 | $511K | Sell |
5,411
-207
| -4% | -$19.5K | 0.1% | 86 |
|
|
2022
Q1 | $771K | Buy |
5,618
+149
| +3% | +$20.4K | 0.13% | 79 |
|
|
2021
Q4 | $847K | Buy |
5,469
+277
| +5% | +$42.9K | 0.15% | 53 |
|
|
2021
Q3 | $878K | Sell |
5,192
-548
| -10% | -$92.7K | 0.17% | 49 |
|
|
2021
Q2 | $1.01M | Sell |
5,740
-120
| -2% | -$21.1K | 0.19% | 50 |
|
|
2021
Q1 | $1.08M | Sell |
5,860
-103
| -2% | -$19K | 0.22% | 44 |
|
|
2020
Q4 | $1.08M | Sell |
5,963
-2,275
| -28% | -$412K | 0.24% | 42 |
|
|
2020
Q3 | $1.02M | Sell |
8,238
-44
| -0.5% | -$5.46K | 0.25% | 41 |
|
|
2020
Q2 | $923K | Sell |
8,282
-550
| -6% | -$61.3K | 0.24% | 43 |
|
|
2020
Q1 | $853K | Buy |
8,832
+2,438
| +38% | +$235K | 0.26% | 43 |
|
|
2019
Q4 | $925K | Sell |
6,394
-30
| -0.5% | -$4.34K | 0.23% | 49 |
|
|
2019
Q3 | $837K | Buy |
6,424
+1,145
| +22% | +$149K | 0.23% | 49 |
|
|
2019
Q2 | $737K | Buy |
5,279
+94
| +2% | +$13.1K | 0.2% | 52 |
|
|
2019
Q1 | $576K | Buy |
5,185
+2,965
| +134% | +$329K | 0.16% | 61 |
|
|
2018
Q4 | $243K | Buy |
2,220
+6
| +0.3% | +$657 | 0.08% | 117 |
|
|
2018
Q3 | $259K | Buy |
2,214
+1
| +0% | +$117 | 0.08% | 118 |
|
|
2018
Q2 | $232K | Buy |
2,213
+103
| +5% | +$10.8K | 0.08% | 123 |
|
|
2018
Q1 | $212K | Sell |
2,110
-448
| -18% | -$45K | 0.07% | 128 |
|
|
2017
Q4 | $275K | Sell |
2,558
-393
| -13% | -$42.3K | 0.1% | 109 |
|
|
2017
Q3 | $291K | Buy |
2,951
+131
| +5% | +$12.9K | 0.13% | 70 |
|
|
2017
Q2 | $300K | Sell |
2,820
-100
| -3% | -$10.6K | 0.13% | 64 |
|
|
2017
Q1 | $331K | Buy |
+2,920
| New | +$331K | 0.15% | 55 |
|