A detailed history of Birch Financial Group, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Birch Financial Group, LLC holds 3,222 shares of DIS stock, worth $359,156. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,222
Previous 2,122 51.84%
Holding current value
$359,156
Previous $263 Million 40.19%
% of portfolio
0.22%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025

BUY
$112.25 - $124.0 $123,475 - $136,400
1,100 Added 51.84%
3,222 $369 Million
Q2 2025

Oct 30, 2025

SELL
$81.72 - $124.01 $163 - $248
-2 Reduced 0.09%
2,122 $263 Million
Q1 2025

Oct 30, 2025

BUY
$96.87 - $114.0 $25,476 - $29,982
263 Added 14.13%
2,124 $210 Million
Q4 2024

Oct 30, 2025

BUY
$92.39 - $117.6 $171,937 - $218,853
1,861 New
1,861 $207 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 $203B
  • 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 Birch Financial Group, LLC Portfolio

Follow Birch Financial Group, 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 Birch Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Birch Financial Group, LLC with notifications on news.