A detailed history of Capital Advisors Wealth Management, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 1,871 shares of DIS stock, worth $183,339. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,871
Holding current value
$183,339
% of portfolio
0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024

BUY
$89.29 - $122.36 $167,061 - $228,935
1,871 New
1,871 $228,000
Q1 2023

Apr 14, 2023

SELL
$88.99 - $113.21 $6,496 - $8,264
-73 Reduced 2.81%
2,522 $252,000
Q4 2022

Feb 09, 2023

BUY
$84.16 - $106.54 $218,395 - $276,471
2,595 New
2,595 $225,000
Q2 2022

Aug 04, 2022

SELL
$93.29 - $138.58 $204,211 - $303,351
-2,189 Closed
0 $0
Q1 2022

May 09, 2022

SELL
$129.03 - $157.89 $8,645 - $10,578
-67 Reduced 2.97%
2,189 $300,000
Q4 2021

Feb 04, 2022

SELL
$142.15 - $177.71 $428,297 - $535,440
-3,013 Reduced 57.18%
2,256 $349,000
Q3 2021

Nov 12, 2021

BUY
$169.17 - $185.91 $91,351 - $100,391
540 Added 11.42%
5,269 $891,000
Q2 2021

Aug 13, 2021

BUY
$169.27 - $189.73 $61,275 - $68,682
362 Added 8.29%
4,729 $831,000
Q1 2021

Apr 20, 2021

BUY
$163.03 - $201.91 $711,952 - $881,740
4,367 New
4,367 $806,000

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 $179B
  • 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 Capital Advisors Wealth Management, LLC Portfolio

Follow Capital Advisors 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 Capital Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.