A detailed history of Beta Wealth Group, Inc. transactions in Walt Disney CO stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 56,808 shares of DIS stock, worth $5.62 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares
56,808
Previous 52,986 7.21%
Holding current value
$5.62 Million
Previous $5.26 Million 3.86%
% of portfolio
2.69%
Previous 2.7%

Shares

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

Nov 01, 2024

BUY
$85.6 - $98.61 $327,163 - $376,887
3,822 Added 7.21%
56,808 $5.46 Million
Q2 2024

Aug 12, 2024

SELL
$99.29 - $122.82 $53,219 - $65,831
-536 Reduced 1.0%
52,986 $5.26 Million
Q1 2024

May 14, 2024

SELL
$89.29 - $122.36 $130,631 - $179,012
-1,463 Reduced 2.66%
53,522 $6.55 Million
Q4 2023

Feb 09, 2024

SELL
$79.32 - $96.06 $265,722 - $321,801
-3,350 Reduced 5.74%
54,985 $4.96 Million
Q3 2023

Nov 13, 2023

BUY
$79.9 - $91.76 $176,099 - $202,239
2,204 Added 3.93%
58,335 $4.73 Million
Q2 2023

Aug 11, 2023

BUY
$87.82 - $102.97 $337,228 - $395,404
3,840 Added 7.34%
56,131 $5.01 Million
Q1 2023

May 09, 2023

BUY
$88.99 - $113.21 $600,504 - $763,941
6,748 Added 14.82%
52,291 $5.24 Million
Q4 2022

Feb 10, 2023

BUY
$84.16 - $106.54 $316,441 - $400,590
3,760 Added 9.0%
45,543 $3.96 Million
Q3 2022

Nov 01, 2022

BUY
$91.84 - $124.96 $144,464 - $196,562
1,573 Added 3.91%
41,783 $3.94 Million
Q2 2022

Aug 05, 2022

BUY
$93.29 - $138.58 $618,139 - $918,231
6,626 Added 19.73%
40,210 $3.8 Million
Q1 2022

May 12, 2022

BUY
$129.03 - $157.89 $455,475 - $557,351
3,530 Added 11.75%
33,584 $4.61 Million
Q3 2021

Nov 12, 2021

BUY
$169.17 - $185.91 $540,498 - $593,982
3,195 Added 11.9%
30,054 $5.08 Million
Q2 2021

Aug 16, 2021

BUY
$169.27 - $189.73 $141,848 - $158,993
838 Added 3.22%
26,859 $4.72 Million
Q1 2021

May 11, 2021

SELL
$163.03 - $201.91 $397,956 - $492,862
-2,441 Reduced 8.58%
26,021 $4.8 Million
Q4 2020

Mar 18, 2021

BUY
$118.47 - $181.18 $3.37 Million - $5.16 Million
28,462 New
28,462 $5.15 Million

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 $180B
  • 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 Beta Wealth Group, Inc. Portfolio

Follow Beta Wealth Group, Inc. 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 Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.