A detailed history of Avaii Wealth Management, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 2,366 shares of DIS stock, worth $271,427. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,366
Previous 2,508 5.66%
Holding current value
$271,427
Previous $249,000 8.84%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Oct 16, 2024

SELL
$85.6 - $98.61 $12,155 - $14,002
-142 Reduced 5.66%
2,366 $227,000
Q2 2024

Jul 31, 2024

SELL
$99.29 - $122.82 $62,354 - $77,130
-628 Reduced 20.03%
2,508 $249,000
Q1 2024

Apr 29, 2024

BUY
$89.29 - $122.36 $13,393 - $18,354
150 Added 5.02%
3,136 $383,000
Q4 2023

Feb 05, 2024

SELL
$79.32 - $96.06 $60,124 - $72,813
-758 Reduced 20.25%
2,986 $269,000
Q3 2023

Oct 24, 2023

BUY
$79.9 - $91.76 $67,755 - $77,812
848 Added 29.28%
3,744 $303,000
Q2 2023

Jul 31, 2023

SELL
$87.82 - $102.97 $113,375 - $132,934
-1,291 Reduced 30.83%
2,896 $258,000
Q1 2023

Apr 10, 2023

SELL
$88.99 - $113.21 $140,960 - $179,324
-1,584 Reduced 27.45%
4,187 $419,000
Q4 2022

Jan 25, 2023

BUY
$84.16 - $106.54 $23,985 - $30,363
285 Added 5.2%
5,771 $0
Q3 2022

Nov 14, 2022

SELL
$91.84 - $124.96 $130,412 - $177,443
-1,420 Reduced 20.56%
5,486 $518,000
Q2 2022

Aug 12, 2022

BUY
$93.29 - $138.58 $83,307 - $123,751
893 Added 14.85%
6,906 $652,000
Q1 2022

Apr 14, 2022

BUY
$129.03 - $157.89 $96,514 - $118,101
748 Added 14.21%
6,013 $825,000
Q4 2021

Feb 14, 2022

BUY
$142.15 - $177.71 $748,419 - $935,643
5,265 New
5,265 $815,000

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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