A detailed history of Lji Wealth Management, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Lji Wealth Management, LLC holds 9,926 shares of DIS stock, worth $1.17 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
9,926
Previous 12,325 19.46%
Holding current value
$1.17 Million
Previous $1.22 Billion 21.98%
% of portfolio
0.2%
Previous 0.27%

Shares

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

Nov 06, 2024

SELL
$85.6 - $98.61 $205,354 - $236,565
-2,399 Reduced 19.46%
9,926 $955 Million
Q2 2024

Aug 12, 2024

SELL
$99.29 - $122.82 $686,391 - $849,054
-6,913 Reduced 35.93%
12,325 $1.22 Billion
Q1 2024

May 15, 2024

SELL
$89.29 - $122.36 $47,412 - $64,973
-531 Reduced 2.69%
19,238 $2.35 Billion
Q4 2023

Feb 13, 2024

SELL
$79.32 - $96.06 $69,801 - $84,532
-880 Reduced 4.26%
19,769 $1.78 Billion
Q3 2023

Feb 02, 2024

BUY
$79.9 - $91.76 $866,195 - $994,770
10,841 Added 110.53%
20,649 $1.67 Billion
Q2 2023

Feb 02, 2024

BUY
$87.82 - $102.97 $52,252 - $61,267
595 Added 6.46%
9,808 $876 Million
Q1 2023

Feb 02, 2024

BUY
$88.99 - $113.21 $27,853 - $35,434
313 Added 3.52%
9,213 $923 Million
Q4 2022

Jan 02, 2024

BUY
$84.16 - $106.54 $749,024 - $948,206
8,900 New
8,900 $773 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 $214B
  • 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 Lji Wealth Management, LLC Portfolio

Follow Lji Wealth Management, 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 Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.