A detailed history of Aj Wealth Strategies, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 10,882 shares of DIS stock, worth $1.07 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,882
Previous 13,203 17.58%
Holding current value
$1.07 Million
Previous $1.32 Million 26.55%
% of portfolio
0.05%
Previous 0.07%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023

SELL
$87.82 - $102.97 $203,830 - $238,993
-2,321 Reduced 17.58%
10,882 $971,000
Q1 2023

Apr 28, 2023

SELL
$88.99 - $113.21 $18,242 - $23,208
-205 Reduced 1.53%
13,203 $1.32 Million
Q4 2022

Jan 25, 2023

BUY
$84.16 - $106.54 $117,992 - $149,369
1,402 Added 11.68%
13,408 $1.17 Million
Q3 2022

Oct 27, 2022

BUY
$91.84 - $124.96 $216,191 - $294,155
2,354 Added 24.39%
12,006 $1.13 Million
Q2 2022

Aug 04, 2022

SELL
$93.29 - $138.58 $392,377 - $582,867
-4,206 Reduced 30.35%
9,652 $911,000
Q4 2021

Jan 26, 2022

BUY
$142.15 - $177.71 $8,813 - $11,018
62 Added 0.45%
13,858 $2.15 Million
Q3 2021

Oct 20, 2021

BUY
$169.17 - $185.91 $28,420 - $31,232
168 Added 1.23%
13,796 $2.33 Million
Q2 2021

Aug 16, 2021

SELL
$169.27 - $189.73 $57,551 - $64,508
-340 Reduced 2.43%
13,628 $2.4 Million
Q1 2021

May 06, 2021

BUY
$163.03 - $201.91 $55,430 - $68,649
340 Added 2.49%
13,968 $2.58 Million
Q3 2020

Nov 16, 2020

BUY
$112.18 - $135.54 $487,422 - $588,921
4,345 Added 46.81%
13,628 $1.69 Million
Q2 2020

Aug 14, 2020

BUY
$93.88 - $127.28 $96,320 - $130,589
1,026 Added 12.43%
9,283 $1.04 Million
Q1 2020

May 15, 2020

BUY
$85.76 - $148.2 $470,565 - $813,173
5,487 Added 198.09%
8,257 $798,000
Q4 2019

Feb 14, 2020

BUY
$128.15 - $151.64 $33,062 - $39,123
258 Added 10.27%
2,770 $401,000
Q3 2019

Nov 26, 2019

BUY
$129.96 - $146.39 $28,331 - $31,913
218 Added 9.5%
2,512 $327,000
Q2 2019

Aug 19, 2019

SELL
$111.96 - $142.02 $82,290 - $104,384
-735 Reduced 24.27%
2,294 $320,000
Q4 2018

Feb 14, 2019

BUY
$100.35 - $118.9 $20,070 - $23,780
200 Added 7.07%
3,029 $332,000
Q3 2018

Nov 15, 2018

BUY
$104.04 - $116.94 $23,409 - $26,311
225 Added 8.64%
2,829 $331,000
Q2 2018

Jul 19, 2018

SELL
$98.66 - $108.85 $229,088 - $252,749
-2,322 Reduced 47.14%
2,604 $241,000
Q1 2018

Jul 19, 2018

BUY
$98.54 - $112.47 $224,375 - $256,094
2,277 Added 85.96%
4,926 $495,000
Q2 2017

Jul 19, 2018

BUY
N/A
529 Added 24.95%
2,649 $281,000
Q4 2016

Jul 19, 2018

BUY
N/A
2,120
2,120 $221,000

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 $179B
  • 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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