A detailed history of Lodestone Wealth Management LLC transactions in Walt Disney CO stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 2,735 shares of DIS stock, worth $313,759. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,735
Previous 2,134 28.16%
Holding current value
$313,759
Previous $212 Million 24.18%
% of portfolio
0.13%
Previous 0.11%

Shares

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

Oct 29, 2024

BUY
$85.6 - $98.61 $51,445 - $59,264
601 Added 28.16%
2,735 $263 Million
Q2 2024

Jul 16, 2024

SELL
$99.29 - $122.82 $1,985 - $2,456
-20 Reduced 0.93%
2,134 $212 Million
Q1 2024

Apr 30, 2024

BUY
$89.29 - $122.36 $192,330 - $263,563
2,154 New
2,154 $264 Million
Q3 2023

Oct 20, 2023

SELL
$79.9 - $91.76 $5,752 - $6,606
-72 Reduced 2.5%
2,809 $228 Million
Q2 2023

Jul 25, 2023

SELL
$87.82 - $102.97 $878 - $1,029
-10 Reduced 0.35%
2,881 $257 Million
Q1 2023

May 15, 2023

BUY
$88.99 - $113.21 $6,407 - $8,151
72 Added 2.55%
2,891 $289 Million
Q4 2022

Feb 09, 2023

BUY
$84.16 - $106.54 $237,247 - $300,336
2,819 New
2,819 $245 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 $209B
  • 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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