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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$14.7M	Buy	92,034 +91,792	+37,931%	+$14.7M	0.61%	36
2025 Q1	$12.8M	Buy	+242	New	+$12.8M	0.58%	38