A detailed history of Evergreen Wealth Solutions, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 8,741 shares of DIS stock, worth $864,747. This represents 0.62% of its overall portfolio holdings.

Number of Shares
8,741
Previous 9,802 10.82%
Holding current value
$864,747
Previous $1.2 Million 27.69%
% of portfolio
0.62%
Previous 0.89%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$99.29 - $122.82 $105,346 - $130,312
-1,061 Reduced 10.82%
8,741 $867,000
Q1 2024

May 15, 2024

SELL
$89.29 - $122.36 $136,881 - $187,577
-1,533 Reduced 13.52%
9,802 $1.2 Million
Q4 2023

Feb 07, 2024

BUY
$79.32 - $96.06 $15,229 - $18,443
192 Added 1.72%
11,335 $1.02 Million
Q3 2023

Nov 13, 2023

SELL
$79.9 - $91.76 $19,975 - $22,940
-250 Reduced 2.19%
11,143 $903,000
Q2 2023

Aug 11, 2023

BUY
$87.82 - $102.97 $9,308 - $10,914
106 Added 0.94%
11,393 $1.02 Million
Q1 2023

May 12, 2023

SELL
$88.99 - $113.21 $6,051 - $7,698
-68 Reduced 0.6%
11,287 $1.13 Million
Q4 2022

Feb 14, 2023

SELL
$84.16 - $106.54 $47,466 - $60,088
-564 Reduced 4.73%
11,355 $986,000
Q3 2022

Nov 14, 2022

BUY
$91.84 - $124.96 $117,279 - $159,573
1,277 Added 12.0%
11,919 $1.12 Million
Q2 2022

Aug 15, 2022

SELL
$93.29 - $138.58 $120,903 - $179,599
-1,296 Reduced 10.86%
10,642 $1.01 Million
Q1 2022

Apr 22, 2022

BUY
$129.03 - $157.89 $123,610 - $151,258
958 Added 8.72%
11,938 $1.64 Million
Q4 2021

Jan 19, 2022

BUY
$142.15 - $177.71 $1.56 Million - $1.95 Million
10,980 New
10,980 $1.7 Million

Others Institutions Holding DIS

About Walt Disney Co


  • Ticker DIS
  • Exchange NYSE
  • Sector Communication Services
  • Industry Entertainment
  • Shares Outstandng 1,823,059,968
  • Market Cap $180B
  • Description
  • The Walt Disney Company, together with its subsidiaries, operates as an entertainment company worldwide. It operates through two segments, Disney Media and Entertainment Distribution; and Disney Parks, Experiences and Products. The company engages in the film and episodic television content production and distribution activities, as well as oper...
More about DIS
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