Evergreen Wealth Solutions’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
Q2 | $723K | Sell |
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|
2025
Q1 | $622K | Sell |
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|
2024
Q4 | $783K | Buy |
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|
2024
Q3 | $643K | Sell |
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|
2024
Q2 | $868K | Sell |
|
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|
2024
Q1 | $1.2M | Sell |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $903K | Sell |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $1.13M | Sell |
|
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|
2022
Q4 | $986K | Sell |
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $1M | Sell |
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|
2022
Q1 | $1.64M | Buy |
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|
2021
Q4 | $1.7M | Buy |
|