A detailed history of Blue Bell Private Wealth Management, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 1,738 shares of DIS stock, worth $200,652. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,738
Previous 1,728 0.58%
Holding current value
$200,652
Previous $171,000 2.34%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 28, 2024

BUY
$85.6 - $98.61 $856 - $986
10 Added 0.58%
1,738 $167,000
Q1 2024

Apr 24, 2024

SELL
$89.29 - $122.36 $10,804 - $14,805
-121 Reduced 6.54%
1,728 $211,000
Q4 2023

Jan 25, 2024

SELL
$79.32 - $96.06 $11,184 - $13,544
-141 Reduced 7.09%
1,849 $166,000
Q3 2023

Oct 30, 2023

BUY
$79.9 - $91.76 $4,474 - $5,138
56 Added 2.9%
1,990 $161,000
Q2 2023

Aug 08, 2023

BUY
$87.82 - $102.97 $17,476 - $20,491
199 Added 11.47%
1,934 $172,000
Q1 2023

May 08, 2023

SELL
$88.99 - $113.21 $26,697 - $33,963
-300 Reduced 14.74%
1,735 $173,000
Q4 2022

Feb 03, 2023

SELL
$84.16 - $106.54 $61,016 - $77,241
-725 Reduced 26.27%
2,035 $176,000
Q3 2022

Nov 08, 2022

SELL
$91.84 - $124.96 $7,990 - $10,871
-87 Reduced 3.06%
2,760 $260,000
Q2 2022

Aug 02, 2022

BUY
$93.29 - $138.58 $59,705 - $88,691
640 Added 29.0%
2,847 $269,000
Q1 2022

Apr 21, 2022

SELL
$129.03 - $157.89 $20,128 - $24,630
-156 Reduced 6.6%
2,207 $303,000
Q4 2021

Jan 26, 2022

BUY
$142.15 - $177.71 $335,900 - $419,928
2,363 New
2,363 $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 $210B
  • 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 Blue Bell Private Wealth Management, LLC Portfolio

Follow Blue Bell Private 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 Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.