A detailed history of Archetype Wealth Partners transactions in Walt Disney CO stock. As of the latest transaction made, Archetype Wealth Partners holds 2,509 shares of DIS stock, worth $287,832. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,509
Previous 2,605 3.69%
Holding current value
$287,832
Previous $259,000 6.95%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 14, 2024

SELL
$85.6 - $98.61 $8,217 - $9,466
-96 Reduced 3.69%
2,509 $241,000
Q2 2024

Aug 15, 2024

SELL
$99.29 - $122.82 $145,956 - $180,545
-1,470 Reduced 36.07%
2,605 $259,000
Q1 2024

May 14, 2024

BUY
$89.29 - $122.36 $363,856 - $498,617
4,075 New
4,075 $499,000
Q4 2021

Feb 14, 2022

SELL
$142.15 - $177.71 $203,558 - $254,480
-1,432 Closed
0 $0
Q2 2021

Aug 13, 2021

BUY
$169.27 - $189.73 $13,880 - $15,557
82 Added 6.07%
1,432 $252,000
Q4 2020

Feb 12, 2021

SELL
$118.47 - $181.18 $106,623 - $163,062
-900 Reduced 40.0%
1,350 $245,000
Q3 2020

Oct 15, 2020

SELL
$112.18 - $135.54 $46,330 - $55,978
-413 Reduced 15.51%
2,250 $279,000
Q2 2020

Aug 13, 2020

BUY
$93.88 - $127.28 $250,002 - $338,946
2,663 New
2,663 $297,000

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 $209B
  • 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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