Sovran Advisors’s Walt Disney DIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$468K Buy
3,840
+77
+2% +$9.38K 0.05% 325
2025
Q1
$319K Sell
3,763
-3,109
-45% -$264K 0.04% 364
2024
Q4
$743K Buy
+6,872
New +$743K 0.11% 193