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Evelyn Partners Investment Management Services’s Walt Disney DIS Stock Holding History

Evelyn Partners Investment Management Services’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$22.8M Buy
195,682
+191,844
+4,999% +$22.4M 3.04% 8
2025
Q1 		$17.4M Buy
+3,838
New +$17.4M 3.03% 9