EWS
Evergreen Wealth Solutions’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Sell |
5,827
-470
| -7% | -$58.3K | 0.44% | 46 |
|
|
2025
Q1 | $622K | Sell |
6,297
-735
| -10% | -$72.5K | 0.42% | 42 |
|
|
2024
Q4 | $783K | Buy |
7,032
+349
| +5% | +$38.9K | 0.55% | 37 |
|
|
2024
Q3 | $643K | Sell |
6,683
-2,058
| -24% | -$198K | 0.44% | 43 |
|
|
2024
Q2 | $868K | Sell |
8,741
-1,061
| -11% | -$105K | 0.62% | 32 |
|
|
2024
Q1 | $1.2M | Sell |
9,802
-1,533
| -14% | -$188K | 0.89% | 28 |
|
|
2023
Q4 | $1.02M | Buy |
11,335
+192
| +2% | +$17.3K | 0.87% | 28 |
|
|
2023
Q3 | $903K | Sell |
11,143
-250
| -2% | -$20.3K | 0.91% | 32 |
|
|
2023
Q2 | $1.02M | Buy |
11,393
+106
| +0.9% | +$9.46K | 1.03% | 32 |
|
|
2023
Q1 | $1.13M | Sell |
11,287
-68
| -0.6% | -$6.81K | 1.31% | 29 |
|
|
2022
Q4 | $986K | Sell |
11,355
-564
| -5% | -$49K | 1.3% | 28 |
|
|
2022
Q3 | $1.12M | Buy |
11,919
+1,277
| +12% | +$120K | 1.59% | 22 |
|
|
2022
Q2 | $1.01M | Sell |
10,642
-1,296
| -11% | -$122K | 1.23% | 29 |
|
|
2022
Q1 | $1.64M | Buy |
11,938
+958
| +9% | +$131K | 1.59% | 12 |
|
|
2021
Q4 | $1.7M | Buy |
+10,980
| New | +$1.7M | 1.54% | 15 |
|