Evernest Financial Advisors’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 | $545K | Buy |
4,391
+607
| +16% | +$75.3K | 0.18% | 107 |
|
|
2025
Q1 | $373K | Sell |
3,784
-798
| -17% | -$78.8K | 0.13% | 115 |
|
|
2024
Q4 | $510K | Buy |
4,582
+481
| +12% | +$53.6K | 0.13% | 105 |
|
|
2024
Q3 | $394K | Sell |
4,101
-822
| -17% | -$79.1K | 0.11% | 113 |
|
|
2024
Q2 | $489K | Sell |
4,923
-320
| -6% | -$31.8K | 0.22% | 85 |
|
|
2024
Q1 | $590K | Buy |
5,243
+645
| +14% | +$72.6K | 0.28% | 79 |
|
|
2023
Q4 | $415K | Buy |
+4,598
| New | +$415K | 0.21% | 95 |
|
|
2021
Q4 | $506K | Buy |
+4,671
| New | +$506K | 0.26% | 81 |
|