Evergreen Wealth Management, LLC DIS Holdings History
Evergreen Wealth Management, LLC's The Walt Disney Co Holding Summary
As of 2025-03-31, Evergreen Wealth Management, LLC held 22,313.00 shares of The Walt Disney Co(DIS), totaling $2.20 Mil. This investment constitutes 1.32% of their stock portfolio, and Evergreen Wealth Management, LLC now holds 0% of the outstanding The Walt Disney Co(DIS) stock.
The initial trade took place in 2025Q1. And since then Evergreen Wealth Management, LLC has made 1 purchases of DIS, at an average price of $107.47, for a total of 22,313.00 shares. Based on historical transaction data and DIS's current price of $121.42, Evergreen Wealth Management, LLC's estimated gain on his DIS holdings is $311,266.35, reflecting a 12.98% gain to date.
Evergreen Wealth Management, LLC DIS ($121.42) Holding Chart
Evergreen Wealth Management, LLC DIS ($121.42) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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