Everhart Financial Group’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 | $956K | Sell |
7,707
-1,253
| -14% | -$155K | 0.11% | 123 |
|
|
2025
Q1 | $884K | Buy |
8,960
+1,010
| +13% | +$99.7K | 0.12% | 121 |
|
|
2024
Q4 | $885K | Buy |
7,950
+1,444
| +22% | +$161K | 0.18% | 113 |
|
|
2024
Q3 | $616K | Sell |
6,506
-368
| -5% | -$34.9K | 0.14% | 168 |
|
|
2024
Q2 | $673K | Buy |
6,874
+1,110
| +19% | +$109K | 0.17% | 124 |
|
|
2024
Q1 | $705K | Buy |
5,764
+709
| +14% | +$86.8K | 0.21% | 107 |
|
|
2023
Q4 | $456K | Buy |
+5,055
| New | +$456K | 0.16% | 125 |
|
|
2023
Q3 | – | Sell |
-2,545
| Closed | -$227K | – | 217 |
|
|
2023
Q2 | $227K | Sell |
2,545
-703
| -22% | -$62.8K | 0.09% | 192 |
|
|
2023
Q1 | $325K | Buy |
+3,248
| New | +$325K | 0.15% | 126 |
|
|
2022
Q4 | – | Sell |
-4,929
| Closed | -$465K | – | 201 |
|
|
2022
Q3 | $465K | Buy |
4,929
+2,047
| +71% | +$193K | 0.26% | 75 |
|
|
2022
Q2 | $272K | Sell |
2,882
-549
| -16% | -$51.8K | 0.17% | 127 |
|
|
2022
Q1 | $471K | Buy |
+3,431
| New | +$471K | 0.27% | 80 |
|
|
2021
Q4 | – | Sell |
-2,803
| Closed | -$474K | – | 108 |
|
|
2021
Q3 | $474K | Buy |
2,803
+454
| +19% | +$76.8K | 0.32% | 57 |
|
|
2021
Q2 | $413K | Buy |
2,349
+1,242
| +112% | +$218K | 0.28% | 62 |
|
|
2021
Q1 | $205K | Buy |
+1,107
| New | +$205K | 0.18% | 78 |
|