EverSource Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $979K | Sell |
7,892
-1,322
| -14% | -$164K | 0.04% | 285 |
|
|
2025
Q1 | $909K | Buy |
9,214
+212
| +2% | +$20.9K | 0.05% | 264 |
|
|
2024
Q4 | $1M | Sell |
9,002
-1,188
| -12% | -$132K | 0.06% | 246 |
|
|
2024
Q3 | $980K | Sell |
10,190
-797
| -7% | -$76.7K | 0.06% | 222 |
|
|
2024
Q2 | $1.03M | Buy |
10,987
+1,684
| +18% | +$158K | 0.07% | 211 |
|
|
2024
Q1 | $1.03M | Buy |
9,303
+2,262
| +32% | +$251K | 0.08% | 182 |
|
|
2023
Q4 | $636K | Sell |
7,041
-3,595
| -34% | -$325K | 0.06% | 215 |
|
|
2023
Q3 | $862K | Sell |
10,636
-905
| -8% | -$73.4K | 0.09% | 168 |
|
|
2023
Q2 | $1.03M | Buy |
11,541
+3,712
| +47% | +$331K | 0.11% | 154 |
|
|
2023
Q1 | $784K | Buy |
7,829
+2,401
| +44% | +$240K | 0.1% | 162 |
|
|
2022
Q4 | $472K | Sell |
5,428
-821
| -13% | -$71.3K | 0.07% | 204 |
|
|
2022
Q3 | $590K | Buy |
6,249
+3,757
| +151% | +$355K | 0.14% | 150 |
|
|
2022
Q2 | $235K | Buy |
2,492
+887
| +55% | +$83.6K | 0.06% | 241 |
|
|
2022
Q1 | $220K | Buy |
1,605
+342
| +27% | +$46.9K | 0.06% | 246 |
|
|
2021
Q4 | $195K | Buy |
+1,263
| New | +$195K | 0.05% | 224 |
|