EverSource Wealth Advisors’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 | $979K | Sell |
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|
2025
Q1 | $909K | Buy |
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|
2024
Q4 | $1M | Sell |
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|
2024
Q3 | $980K | Sell |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $636K | Sell |
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|
2023
Q3 | $862K | Sell |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $784K | Buy |
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|
2022
Q4 | $472K | Sell |
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|
2022
Q3 | $590K | Buy |
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|
2022
Q2 | $235K | Buy |
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|
2022
Q1 | $220K | Buy |
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|
2021
Q4 | $195K | Buy |
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