A detailed history of Beacon Financial Advisory LLC transactions in Walt Disney CO stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 8,729 shares of DIS stock, worth $1.02 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
8,729
Previous 9,516 8.27%
Holding current value
$1.02 Million
Previous $944,000 11.12%
% of portfolio
0.31%
Previous 0.38%

Shares

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

Oct 30, 2024

SELL
$85.6 - $98.61 $67,367 - $77,606
-787 Reduced 8.27%
8,729 $839,000
Q2 2024

Jul 26, 2024

BUY
$99.29 - $122.82 $276,621 - $342,176
2,786 Added 41.4%
9,516 $944,000
Q1 2024

May 01, 2024

SELL
$89.29 - $122.36 $101,612 - $139,245
-1,138 Reduced 14.46%
6,730 $823,000
Q4 2023

Jan 23, 2024

BUY
$79.32 - $96.06 $67,025 - $81,170
845 Added 12.03%
7,868 $710,000
Q3 2023

Oct 25, 2023

BUY
$79.9 - $91.76 $133,433 - $153,239
1,670 Added 31.2%
7,023 $569,000
Q2 2023

Jul 17, 2023

BUY
$87.82 - $102.97 $71,573 - $83,920
815 Added 17.96%
5,353 $477,000
Q1 2023

Apr 18, 2023

BUY
$88.99 - $113.21 $11,568 - $14,717
130 Added 2.95%
4,538 $454,000
Q4 2022

Jan 20, 2023

SELL
$84.16 - $106.54 $38,040 - $48,156
-452 Reduced 9.3%
4,408 $0
Q3 2022

Oct 21, 2022

SELL
$91.84 - $124.96 $134,729 - $183,316
-1,467 Reduced 23.19%
4,860 $458,000
Q2 2022

Jul 25, 2022

SELL
$93.29 - $138.58 $6,903 - $10,254
-74 Reduced 1.16%
6,327 $597,000
Q1 2022

Apr 27, 2022

BUY
$129.03 - $157.89 $56,773 - $69,471
440 Added 7.38%
6,401 $878,000
Q4 2021

Jan 21, 2022

BUY
$142.15 - $177.71 $134,616 - $168,291
947 Added 18.89%
5,961 $923,000
Q3 2021

Nov 15, 2021

BUY
$169.17 - $185.91 $13,195 - $14,500
78 Added 1.58%
5,014 $848,000
Q2 2021

Jul 14, 2021

BUY
$169.27 - $189.73 $16,927 - $18,973
100 Added 2.07%
4,936 $868,000
Q1 2021

Apr 20, 2021

BUY
$163.03 - $201.91 $105,806 - $131,039
649 Added 15.5%
4,836 $892,000
Q4 2020

Jan 25, 2021

BUY
$118.47 - $181.18 $46,795 - $71,566
395 Added 10.42%
4,187 $758,000
Q3 2020

Oct 08, 2020

BUY
$112.18 - $135.54 $24,567 - $29,683
219 Added 6.13%
3,792 $470,000
Q2 2020

Jul 07, 2020

BUY
$93.88 - $127.28 $62,430 - $84,641
665 Added 22.87%
3,573 $398,000
Q1 2020

Apr 15, 2020

BUY
$85.76 - $148.2 $31,988 - $55,278
373 Added 14.71%
2,908 $280,000
Q4 2019

Jan 24, 2020

BUY
$128.15 - $151.64 $324,860 - $384,407
2,535 New
2,535 $366,000

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 $214B
  • 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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