Evergreen Private Wealth’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$18.1K Buy
2025
Q1
Sell
2024
Q4
$445 Hold
2024
Q3
$385 Hold
2024
Q2
$397 Hold
2024
Q1
$489 Hold
2023
Q4
$361 Buy