A detailed history of 9258 Wealth Management, LLC transactions in Walt Disney CO stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 7,780 shares of DIS stock, worth $727,274. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,780
Previous 7,775 0.06%
Holding current value
$727,274
Previous $951,000 18.82%
% of portfolio
0.12%
Previous 0.15%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$99.29 - $122.82 $496 - $614
5 Added 0.06%
7,780 $772,000
Q1 2024

May 03, 2024

BUY
$89.29 - $122.36 $132,863 - $182,071
1,488 Added 23.67%
7,775 $951,000
Q4 2023

Feb 06, 2024

SELL
$79.32 - $96.06 $33,314 - $40,345
-420 Reduced 6.26%
6,287 $567,000
Q3 2023

Nov 08, 2023

SELL
$79.9 - $91.76 $23,410 - $26,885
-293 Reduced 4.19%
6,707 $543,000
Q2 2023

Aug 08, 2023

SELL
$87.82 - $102.97 $22,569 - $26,463
-257 Reduced 3.54%
7,000 $624,000
Q1 2023

May 03, 2023

SELL
$88.99 - $113.21 $8,632 - $10,981
-97 Reduced 1.32%
7,257 $726,000
Q4 2022

Feb 03, 2023

SELL
$84.16 - $106.54 $87,273 - $110,481
-1,037 Reduced 12.36%
7,354 $638,000
Q3 2022

Nov 08, 2022

BUY
$91.84 - $124.96 $159,342 - $216,805
1,735 Added 26.07%
8,391 $791,000
Q2 2022

Aug 04, 2022

SELL
$93.29 - $138.58 $81,535 - $121,118
-874 Reduced 11.61%
6,656 $628,000
Q1 2022

May 13, 2022

SELL
$129.03 - $157.89 $30,580 - $37,419
-237 Reduced 3.05%
7,530 $1.03 Million
Q4 2021

Feb 11, 2022

SELL
$142.15 - $177.71 $22,744 - $28,433
-160 Reduced 2.02%
7,767 $1.2 Million
Q3 2021

Nov 12, 2021

BUY
$169.17 - $185.91 $122,140 - $134,227
722 Added 10.02%
7,927 $1.34 Million
Q2 2021

Aug 13, 2021

SELL
$169.27 - $189.73 $6,601 - $7,399
-39 Reduced 0.54%
7,205 $1.27 Million
Q1 2021

May 11, 2021

BUY
$163.03 - $201.91 $144,281 - $178,690
885 Added 13.92%
7,244 $1.34 Million
Q4 2020

Feb 10, 2021

SELL
$118.47 - $181.18 $27,248 - $41,671
-230 Reduced 3.49%
6,359 $1.15 Million
Q3 2020

Nov 13, 2020

SELL
$112.18 - $135.54 $106,683 - $128,898
-951 Reduced 12.61%
6,589 $799,000
Q2 2020

Aug 13, 2020

BUY
$93.88 - $127.28 $12,016 - $16,291
128 Added 1.73%
7,540 $841,000
Q1 2020

May 05, 2020

BUY
$85.76 - $148.2 $51,713 - $89,364
603 Added 8.86%
7,412 $786,000
Q4 2019

Feb 06, 2020

BUY
$128.15 - $151.64 $293,207 - $346,952
2,288 Added 50.61%
6,809 $985,000
Q3 2019

Nov 07, 2019

BUY
$129.96 - $146.39 $56,792 - $63,972
437 Added 10.7%
4,521 $589,000
Q2 2019

Aug 07, 2019

BUY
$111.96 - $142.02 $62,697 - $79,531
560 Added 15.89%
4,084 $570,000
Q1 2019

May 07, 2019

BUY
$106.33 - $115.25 $3,508 - $3,803
33 Added 0.95%
3,524 $391,000
Q4 2018

Feb 12, 2019

BUY
$100.35 - $118.9 $350,321 - $415,079
3,491 New
3,491 $383,000

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 $170B
  • 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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