Schechter Investment Advisors, LLC Walt Disney CO Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 16,966 shares of DIS stock, worth $1.91 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

16,966

Previous 18,557 8.57%

Holding current value

$1.91 Million

Previous $2.07 Million 18.97%

% of portfolio

0.2%

Previous 0.22%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$96.87 - $114.0 $154,120 - $181,374	-1,591 Reduced 8.57%	16,966 $1.67 Million
Q4 2024 Feb 06, 2025	BUY	$92.39 - $117.6 $393,396 - $500,740	4,258 Added 29.78%	18,557 $2.07 Million
Q3 2024 Nov 12, 2024	SELL	$85.6 - $98.61 $152,539 - $175,723	-1,782 Reduced 11.08%	14,299 $1.38 Million
Q2 2024 Aug 12, 2024	BUY	$99.29 - $122.82 $69,304 - $85,728	698 Added 4.54%	16,081 $1.6 Million
Q1 2024 May 06, 2024	BUY	$89.29 - $122.36 $136,167 - $186,599	1,525 Added 11.0%	15,383 $1.88 Million
Q4 2023 Jan 17, 2024	BUY	$79.32 - $96.06 $367,648 - $445,238	4,635 Added 50.25%	13,858 $1.25 Million
Q3 2023 Nov 06, 2023	SELL	$79.9 - $91.76 $115,375 - $132,501	-1,444 Reduced 13.54%	9,223 $747,000
Q2 2023 Jul 26, 2023	BUY	$87.82 - $102.97 $23,272 - $27,287	265 Added 2.55%	10,667 $952,000
Q1 2023 Apr 28, 2023	BUY	$88.99 - $113.21 $105,631 - $134,380	1,187 Added 12.88%	10,402 $1.04 Million
Q4 2022 Feb 13, 2023	SELL	$84.16 - $106.54 $853,298 - $1.08 Million	-10,139 Reduced 52.39%	9,215 $800,000
Q3 2022 Nov 04, 2022	BUY	$91.84 - $124.96 $490,884 - $667,911	5,345 Added 38.15%	19,354 $1.83 Million
Q2 2022 Nov 03, 2022	BUY	$93.29 - $138.58 $1.31 Million - $1.94 Million	14,009 New	14,009 $1.32 Million
Q1 2022 Nov 18, 2022	SELL	$129.03 - $157.89 $147,094 - $179,994	-1,140 Reduced 5.89%	18,214 $2.5 Million
Q4 2021 Dec 27, 2022	SELL	$142.15 - $177.71 $467,247 - $584,132	-3,287 Reduced 16.98%	16,067 $2.49 Million

Others Institutions Holding DIS

# of Institutions

3,648

Shares Held

1.27B

Call Options Held

31.6M

Put Options Held

31.8M

View Full List

About Walt Disney Co

Ticker DIS
Exchange NYSE
Sector Communication Services
Industry Entertainment
Shares Outstandng 1,823,059,968
Market Cap $205B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Schechter Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schechter Investment Advisors, LLC with notifications on news.

Account

Schechter Investment Advisors, LLC Walt Disney CO Transaction History