Evergreen Private Wealth’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4
| Closed | -$445 | – | 192 |
|
|
2024
Q4 | $445 | Hold |
4
| – | – | ﹤0.01% | 191 |
|
|
2024
Q3 | $385 | Hold |
4
| – | – | ﹤0.01% | 196 |
|
|
2024
Q2 | $397 | Hold |
4
| – | – | ﹤0.01% | 202 |
|
|
2024
Q1 | $489 | Hold |
4
| – | – | ﹤0.01% | 205 |
|
|
2023
Q4 | $361 | Buy |
+4
| New | +$361 | ﹤0.01% | 218 |
|