A detailed history of Bernardo Wealth Planning LLC transactions in Walt Disney CO stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 2,804 shares of DIS stock, worth $282,811. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,804
Holding current value
$282,811
% of portfolio
0.07%

Shares

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

Oct 18, 2024

BUY
$85.6 - $98.61 $240,022 - $276,502
2,804 New
2,804 $271,000
Q1 2024

May 07, 2024

BUY
$89.29 - $122.36 $177,597 - $243,374
1,989 New
1,989 $243,000
Q3 2023

Oct 30, 2023

BUY
$79.9 - $91.76 $23,410 - $26,885
293 Added 11.75%
2,786 $225,000
Q2 2023

Jul 21, 2023

BUY
$87.82 - $102.97 $1,580 - $1,853
18 Added 0.73%
2,493 $222,000
Q3 2022

Oct 24, 2022

BUY
$91.84 - $124.96 $1,377 - $1,874
15 Added 0.61%
2,475 $252,000
Q2 2022

Jul 29, 2022

BUY
$93.29 - $138.58 $4,664 - $6,929
50 Added 2.07%
2,460 $232,000
Q1 2022

May 06, 2022

BUY
$129.03 - $157.89 $24,773 - $30,314
192 Added 8.66%
2,410 $330,000
Q4 2021

Jan 27, 2022

BUY
$142.15 - $177.71 $35,395 - $44,249
249 Added 12.65%
2,218 $343,000
Q3 2021

Oct 15, 2021

BUY
$169.17 - $185.91 $169 - $185
1 Added 0.05%
1,969 $333,000
Q1 2021

Apr 23, 2021

SELL
$163.03 - $201.91 $589,516 - $730,106
-3,616 Reduced 64.76%
1,968 $363,000
Q4 2020

Feb 01, 2021

BUY
$118.47 - $181.18 $30,920 - $47,287
261 Added 4.9%
5,584 $1.01 Million
Q3 2020

Oct 23, 2020

BUY
$112.18 - $135.54 $33,878 - $40,933
302 Added 6.01%
5,323 $660,000
Q2 2020

Aug 03, 2020

SELL
$93.88 - $127.28 $70,034 - $94,950
-746 Reduced 12.94%
5,021 $559,000
Q1 2020

May 01, 2020

BUY
$85.76 - $148.2 $99,481 - $171,912
1,160 Added 25.18%
5,767 $557,000
Q4 2019

Feb 10, 2020

BUY
$128.15 - $151.64 $4,485 - $5,307
35 Added 0.77%
4,607 $666,000
Q3 2019

Nov 04, 2019

BUY
$129.96 - $146.39 $4,028 - $4,538
31 Added 0.68%
4,572 $595,000
Q2 2019

Aug 13, 2019

BUY
$111.96 - $142.02 $27,094 - $34,368
242 Added 5.63%
4,541 $634,000
Q1 2019

May 08, 2019

BUY
$106.33 - $115.25 $88,679 - $96,118
834 Added 24.07%
4,299 $477,000
Q4 2018

Feb 14, 2019

BUY
$100.35 - $118.9 $347,712 - $411,988
3,465 New
3,465 $380,000

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 $184B
  • 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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