EWA
Evolution Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Sell |
1,812
-375
| -17% | -$46.5K | 0.03% | 155 |
|
|
2025
Q1 | $216K | Sell |
2,187
-2,034
| -48% | -$201K | 0.04% | 140 |
|
|
2024
Q4 | $470K | Buy |
4,221
+1,000
| +31% | +$111K | 0.08% | 91 |
|
|
2024
Q3 | $310K | Buy |
3,221
+75
| +2% | +$7.21K | 0.06% | 100 |
|
|
2024
Q2 | $319K | Sell |
3,146
-1,965
| -38% | -$199K | 0.06% | 99 |
|
|
2024
Q1 | $625K | Sell |
5,111
-2,331
| -31% | -$285K | 0.12% | 72 |
|
|
2023
Q4 | $672K | Buy |
7,442
+1,842
| +33% | +$166K | 0.14% | 67 |
|
|
2023
Q3 | $454K | Buy |
+5,600
| New | +$454K | 0.1% | 79 |
|
|
2023
Q2 | – | Sell |
-4,373
| Closed | -$438K | – | 118 |
|
|
2023
Q1 | $438K | Sell |
4,373
-74
| -2% | -$7.41K | 0.11% | 77 |
|
|
2022
Q4 | $386K | Sell |
4,447
-215
| -5% | -$18.7K | 0.1% | 88 |
|
|
2022
Q3 | $440K | Sell |
4,662
-75
| -2% | -$7.08K | 0.12% | 74 |
|
|
2022
Q2 | $447K | Buy |
4,737
+233
| +5% | +$22K | 0.11% | 74 |
|
|
2022
Q1 | $619K | Hold |
4,504
| – | – | 0.13% | 69 |
|
|
2021
Q4 | $698 | Hold |
4,504
| – | – | 0.11% | 64 |
|
|
2021
Q3 | $762K | Sell |
4,504
-1,074
| -19% | -$182K | 0.16% | 52 |
|
|
2021
Q2 | $980K | Sell |
5,578
-255
| -4% | -$44.8K | 0.2% | 59 |
|
|
2021
Q1 | $1.08M | Buy |
5,833
+108
| +2% | +$19.9K | 0.24% | 60 |
|
|
2020
Q4 | $1.04M | Sell |
5,725
-3,686
| -39% | -$668K | 0.23% | 57 |
|
|
2020
Q3 | $1.17M | Sell |
9,411
-15,315
| -62% | -$1.9M | 0.32% | 46 |
|
|
2020
Q2 | $2.76M | Buy |
24,726
+24,191
| +4,522% | +$2.7M | 0.9% | 23 |
|
|
2020
Q1 | $52K | Sell |
535
-1,008
| -65% | -$98K | 0.02% | 112 |
|
|
2019
Q4 | $223K | Buy |
+1,543
| New | +$223K | 0.06% | 73 |
|
|
2019
Q3 | – | Sell |
-1,338
| Closed | -$187K | – | 506 |
|
|
2019
Q2 | $187K | Sell |
1,338
-253
| -16% | -$35.4K | 0.08% | 46 |
|
|
2019
Q1 | $177K | Buy |
1,591
+1,422
| +841% | +$158K | 0.08% | 48 |
|
|
2018
Q4 | $19K | Buy |
+169
| New | +$19K | 0.01% | 114 |
|