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Evelyn Partners Asset Management’s Walt Disney DIS Stock Holding History

Evelyn Partners Asset Management’s Portfolio DIS Stock Details DIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$10.3M Buy
164,060
+127,031
+343% +$7.94M 4.61% 8
2025
Q1 		$1.18M Buy
+37,029
New +$1.18M 0.74% 27