A detailed history of Strategic Financial Concepts, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 2,120 shares of DIS stock, worth $242,231. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,120
Previous 225,788 99.06%
Holding current value
$242,231
Previous $48.9 Million 317.14%
% of portfolio
0.06%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$85.6 - $98.61 $19.1 Million - $22.1 Million
-223,668 Reduced 99.06%
2,120 $204 Million
Q2 2024

Aug 06, 2024

BUY
$99.29 - $122.82 $22.1 Million - $27.4 Million
222,870 Added 7637.77%
225,788 $48.9 Million
Q1 2024

Apr 22, 2024

BUY
$89.29 - $122.36 $260,548 - $357,046
2,918 New
2,918 $357 Million
Q3 2023

Nov 07, 2023

SELL
$79.9 - $91.76 $8,149 - $9,359
-102 Reduced 3.62%
2,719 $220 Million
Q2 2023

Sep 06, 2023

BUY
$87.82 - $102.97 $23,272 - $27,287
265 Added 10.37%
2,821 $252 Million
Q1 2023

Sep 06, 2023

BUY
$88.99 - $113.21 $227,458 - $289,364
2,556 New
2,556 $256 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 $208B
  • 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
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.