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 $6.49 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares
56,808
Previous 52,986 7.21%
Holding current value
$6.49 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 $208B
  • 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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