A detailed history of Accurate Wealth Management, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 3,072 shares of DIS stock, worth $270,274. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,072
Previous 3,501 12.25%
Holding current value
$270,274
Previous $428,000 28.74%
% of portfolio
0.07%
Previous 0.12%

Shares

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

Jul 17, 2024

SELL
$99.29 - $122.82 $42,595 - $52,689
-429 Reduced 12.25%
3,072 $305,000
Q1 2024

Apr 22, 2024

BUY
$89.29 - $122.36 $27,501 - $37,686
308 Added 9.65%
3,501 $428,000
Q4 2023

Jan 12, 2024

SELL
$79.32 - $96.06 $19,988 - $24,207
-252 Reduced 7.31%
3,193 $288,000
Q3 2023

Oct 23, 2023

BUY
$79.9 - $91.76 $43,465 - $49,917
544 Added 18.75%
3,445 $279,000
Q2 2023

Jul 24, 2023

SELL
$87.82 - $102.97 $90,630 - $106,265
-1,032 Reduced 26.24%
2,901 $259,000
Q1 2023

Apr 13, 2023

BUY
$88.99 - $113.21 $50,546 - $64,303
568 Added 16.88%
3,933 $393,000
Q4 2022

Jan 11, 2023

SELL
$84.16 - $106.54 $45,025 - $56,998
-535 Reduced 13.72%
3,365 $0
Q3 2022

Nov 14, 2022

BUY
$91.84 - $124.96 $114,340 - $155,575
1,245 Added 46.89%
3,900 $374,000
Q2 2022

Aug 04, 2022

SELL
$93.29 - $138.58 $42,073 - $62,499
-451 Reduced 14.52%
2,655 $254,000
Q1 2022

May 10, 2022

BUY
$129.03 - $157.89 $38,450 - $47,051
298 Added 10.61%
3,106 $426,000
Q4 2021

Feb 08, 2022

SELL
$142.15 - $177.71 $14,499 - $18,126
-102 Reduced 3.51%
2,808 $459,000
Q3 2021

Oct 22, 2021

SELL
$169.17 - $185.91 $62,423 - $68,600
-369 Reduced 11.25%
2,910 $498,000
Q2 2021

Aug 25, 2021

BUY
$169.27 - $189.73 $555,036 - $622,124
3,279 New
3,279 $576,000

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 $160B
  • 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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