Evolution 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 | $225K | Sell |
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|
2025
Q1 | $216K | Sell |
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|
2024
Q4 | $470K | Buy |
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|
2024
Q3 | $310K | Buy |
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|
2024
Q2 | $319K | Sell |
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|
2024
Q1 | $625K | Sell |
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|
2023
Q4 | $672K | Buy |
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|
2023
Q3 | $454K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $438K | Sell |
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|
2022
Q4 | $386K | Sell |
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|
2022
Q3 | $440K | Sell |
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|
2022
Q2 | $447K | Buy |
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|
2022
Q1 | $619K | Hold |
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|
2021
Q4 | $698 | Hold |
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|
2021
Q3 | $762K | Sell |
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|
2021
Q2 | $980K | Sell |
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|
2021
Q1 | $1.08M | Buy |
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|
2020
Q4 | $1.04M | Sell |
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|
2020
Q3 | $1.17M | Sell |
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|
2020
Q2 | $2.76M | Buy |
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|
2020
Q1 | $52K | Sell |
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|
2019
Q4 | $223K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $187K | Sell |
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|
2019
Q1 | $177K | Buy |
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|
2018
Q4 | $19K | Buy |
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