A detailed history of Beaird Harris Wealth Management, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 599 shares of DIS stock, worth $55,994. This represents 0.01% of its overall portfolio holdings.

Number of Shares
599
Previous 498 20.28%
Holding current value
$55,994
Previous $60,000 1.67%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 15, 2024

BUY
$99.29 - $122.82 $10,028 - $12,404
101 Added 20.28%
599 $59,000
Q4 2023

Feb 27, 2024

BUY
$79.32 - $96.06 $9,280 - $11,239
117 Added 30.71%
498 $44,000
Q3 2023

Nov 15, 2023

BUY
$79.9 - $91.76 $878 - $1,009
11 Added 2.97%
381 $30,000
Q2 2023

Jul 26, 2023

SELL
$87.82 - $102.97 $24,062 - $28,213
-274 Reduced 42.55%
370 $33,000
Q1 2023

Apr 24, 2023

SELL
$88.99 - $113.21 $34,261 - $43,585
-385 Reduced 37.41%
644 $64,000
Q4 2022

Feb 14, 2023

BUY
$84.16 - $106.54 $32,485 - $41,124
386 Added 60.03%
1,029 $89,000
Q3 2022

Nov 02, 2022

BUY
$91.84 - $124.96 $30,399 - $41,361
331 Added 106.09%
643 $61,000
Q2 2022

Aug 12, 2022

SELL
$93.29 - $138.58 $16,978 - $25,221
-182 Reduced 36.84%
312 $29,000
Q1 2022

May 27, 2022

SELL
$129.03 - $157.89 $207,222 - $253,571
-1,606 Reduced 76.48%
494 $68,000
Q4 2021

May 17, 2022

BUY
$142.15 - $177.71 $298,515 - $373,191
2,100 New
2,100 $325,000

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 $170B
  • 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
Track This Portfolio

Track Beaird Harris Wealth Management, LLC Portfolio

Follow Beaird Harris Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.