ENCOMPASS WEALTH ADVISORS, LLC – The Walt Disney Company Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$425,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-0.07%
quarter
The Walt Disney Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | $94.33 | 4.5K | |
| Q2 2022 | share | 0.00% | 0 shares | -192K | $94.4 | 4.5K | |
| Q1 2022 | share | Increase | +2.27% | 100 shares | -65K | $137.16 | 4.5K |
| Q4 2021 | share | Increase | +39.68% | 1.25K shares | 150K | $155.93 | 4.4K |
| Q3 2021 | share | Decrease | -5.12% | -170 shares | -51K | $169.17 | 3.15K |
| Q2 2021 | share | 0.00% | 0 shares | -28K | $175.77 | 3.32K | |
| Q1 2021 | share | Increase | +17.73% | 500 shares | 100K | $184.52 | 3.32K |
| Q4 2020 | share | Increase | 0.00% | 2.82K shares | 511K | $181.18 | 2.82K |