A detailed history of Carolina Wealth Advisors, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 368 shares of DIS stock, worth $35,015. This represents 0.02% of its overall portfolio holdings.

Number of Shares
368
Previous 318 15.72%
Holding current value
$35,015
Previous $38,000 5.26%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$99.29 - $122.82 $4,964 - $6,141
50 Added 15.72%
368 $36,000
Q1 2024

Apr 05, 2024

SELL
$89.29 - $122.36 $12,857 - $17,619
-144 Reduced 31.17%
318 $38,000
Q2 2023

Jul 17, 2023

SELL
$87.82 - $102.97 $7,289 - $8,546
-83 Reduced 15.23%
462 $41,000
Q1 2023

Apr 14, 2023

BUY
$88.99 - $113.21 $8,987 - $11,434
101 Added 22.75%
545 $54,000
Q4 2022

Jan 10, 2023

BUY
$84.16 - $106.54 $4,628 - $5,859
55 Added 14.14%
444 $39,000
Q4 2021

Jan 24, 2022

SELL
$142.15 - $177.71 $71,075 - $88,855
-500 Reduced 56.24%
389 $60,000
Q3 2021

Oct 22, 2021

SELL
$169.17 - $185.91 $338 - $371
-2 Reduced 0.22%
889 $150,000
Q2 2021

Jul 22, 2021

BUY
$169.27 - $189.73 $338 - $379
2 Added 0.22%
891 $157,000
Q1 2021

Apr 09, 2021

BUY
$163.03 - $201.91 $2,119 - $2,624
13 Added 1.48%
889 $164,000
Q4 2020

Jan 29, 2021

BUY
$118.47 - $181.18 $59,235 - $90,590
500 Added 132.98%
876 $159,000
Q2 2020

Jul 31, 2020

BUY
$93.88 - $127.28 $4,506 - $6,109
48 Added 14.63%
376 $42,000
Q1 2020

Apr 09, 2020

BUY
$85.76 - $148.2 $9,776 - $16,894
114 Added 53.27%
328 $32,000
Q4 2019

Feb 07, 2020

BUY
$128.15 - $151.64 $27,424 - $32,450
214 New
214 $31,000

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 $173B
  • 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 Carolina Wealth Advisors, LLC Portfolio

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

News

Stay updated on Carolina Wealth Advisors, LLC with notifications on news.