Everpar 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 | $640K | Buy |
5,160
+161
| +3% | +$20K | 0.29% | 78 |
|
|
2025
Q1 | $493K | Sell |
4,999
-99
| -2% | -$9.77K | 0.26% | 100 |
|
|
2024
Q4 | $568K | Buy |
5,098
+342
| +7% | +$38.1K | 0.29% | 87 |
|
|
2024
Q3 | $457K | Sell |
4,756
-499
| -9% | -$48K | 0.24% | 131 |
|
|
2024
Q2 | $522K | Buy |
5,255
+978
| +23% | +$97.1K | 0.26% | 115 |
|
|
2024
Q1 | $523K | Buy |
+4,277
| New | +$523K | 0.32% | 95 |
|