Evermay Wealth Management’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 | $258K | Buy |
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|
2025
Q1 | $195K | Sell |
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|
2024
Q4 | $231K | Sell |
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|
2024
Q3 | $209K | Sell |
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|
2024
Q2 | $389K | Sell |
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|
2024
Q1 | $514K | Buy |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $298K | Buy |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $346K | Buy |
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|
2022
Q4 | $291K | Sell |
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|
2022
Q3 | $475K | Sell |
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|
2022
Q2 | $511K | Sell |
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|
2022
Q1 | $771K | Buy |
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|
2021
Q4 | $847K | Buy |
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|
2021
Q3 | $878K | Sell |
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|
2021
Q2 | $1.01M | Sell |
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|
2021
Q1 | $1.08M | Sell |
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|
2020
Q4 | $1.08M | Sell |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $923K | Sell |
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|
2020
Q1 | $853K | Buy |
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|
2019
Q4 | $925K | Sell |
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|
2019
Q3 | $837K | Buy |
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|
2019
Q2 | $737K | Buy |
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|
2019
Q1 | $576K | Buy |
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|
2018
Q4 | $243K | Buy |
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|
2018
Q3 | $259K | Buy |
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|
2018
Q2 | $232K | Buy |
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|
2018
Q1 | $212K | Sell |
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|
2017
Q4 | $275K | Sell |
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|
2017
Q3 | $291K | Buy |
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|
2017
Q2 | $300K | Sell |
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|
2017
Q1 | $331K | Buy |
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