A detailed history of Carson Advisory Inc. transactions in Walt Disney CO stock. As of the latest transaction made, Carson Advisory Inc. holds 5,143 shares of DIS stock, worth $590,004. This represents 0.33% of its overall portfolio holdings.

Number of Shares
5,143
Previous 5,094 0.96%
Holding current value
$590,004
Previous $505,000 2.18%
% of portfolio
0.33%
Previous 0.37%

Shares

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

Nov 01, 2024

BUY
$85.6 - $98.61 $4,194 - $4,831
49 Added 0.96%
5,143 $494,000
Q2 2024

Aug 07, 2024

BUY
$99.29 - $122.82 $893 - $1,105
9 Added 0.18%
5,094 $505,000
Q1 2024

May 03, 2024

SELL
$89.29 - $122.36 $15,268 - $20,923
-171 Reduced 3.25%
5,085 $622,000
Q4 2023

Feb 06, 2024

SELL
$79.32 - $96.06 $26,334 - $31,891
-332 Reduced 5.94%
5,256 $474,000
Q3 2023

Nov 08, 2023

SELL
$79.9 - $91.76 $6,392 - $7,340
-80 Reduced 1.41%
5,588 $452,000
Q2 2023

Jul 27, 2023

BUY
$87.82 - $102.97 $14,929 - $17,504
170 Added 3.09%
5,668 $506,000
Q1 2023

May 05, 2023

SELL
$88.99 - $113.21 $41,380 - $52,642
-465 Reduced 7.8%
5,498 $550,000
Q4 2022

Feb 08, 2023

BUY
$84.16 - $106.54 $75,239 - $95,246
894 Added 17.64%
5,963 $518,000
Q3 2022

Nov 07, 2022

BUY
$91.84 - $124.96 $23,970 - $32,614
261 Added 5.43%
5,069 $478,000
Q2 2022

Aug 03, 2022

BUY
$93.29 - $138.58 $37,316 - $55,432
400 Added 9.07%
4,808 $454,000
Q1 2022

May 03, 2022

BUY
$129.03 - $157.89 $303,220 - $371,041
2,350 Added 114.19%
4,408 $605,000
Q4 2021

Feb 08, 2022

BUY
$142.15 - $177.71 $292,544 - $365,727
2,058 New
2,058 $319,000

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 $209B
  • 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 Carson Advisory Inc. Portfolio

Follow Carson Advisory 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 Carson Advisory Inc., based on Form 13F filings with the SEC.

News

Stay updated on Carson Advisory Inc. with notifications on news.