A detailed history of Center For Financial Planning, Inc. transactions in Walt Disney CO stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 3,724 shares of DIS stock, worth $406,362. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,724
Previous 3,753 0.77%
Holding current value
$406,362
Previous $372,000 3.76%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 15, 2024

SELL
$85.6 - $98.61 $2,482 - $2,859
-29 Reduced 0.77%
3,724 $358,000
Q1 2024

Apr 25, 2024

SELL
$89.29 - $122.36 $23,036 - $31,568
-258 Reduced 6.43%
3,753 $459,000
Q4 2023

Jan 29, 2024

SELL
$79.32 - $96.06 $5,235 - $6,339
-66 Reduced 1.62%
4,011 $362,000
Q3 2023

Oct 24, 2023

BUY
$79.9 - $91.76 $5,752 - $6,606
72 Added 1.8%
4,077 $330,000
Q1 2023

May 02, 2023

SELL
$88.99 - $113.21 $40,312 - $51,284
-453 Reduced 10.16%
4,005 $401,000
Q4 2022

Jan 27, 2023

SELL
$84.16 - $106.54 $58,912 - $74,578
-700 Reduced 13.57%
4,458 $0
Q3 2022

Oct 14, 2022

SELL
$91.84 - $124.96 $33,429 - $45,485
-364 Reduced 6.59%
5,158 $487,000
Q2 2022

Aug 12, 2022

SELL
$93.29 - $138.58 $52,335 - $77,743
-561 Reduced 9.22%
5,522 $521,000
Q1 2022

May 03, 2022

BUY
$129.03 - $157.89 $47,612 - $58,261
369 Added 6.46%
6,083 $835,000
Q4 2021

Feb 08, 2022

BUY
$142.15 - $177.71 $2,274 - $2,843
16 Added 0.28%
5,714 $885,000
Q2 2021

Jul 29, 2021

BUY
$169.27 - $189.73 $189,413 - $212,307
1,119 Added 24.44%
5,698 $1 Million
Q1 2021

May 10, 2021

BUY
$163.03 - $201.91 $148,357 - $183,738
910 Added 24.8%
4,579 $845,000
Q4 2020

Feb 09, 2021

SELL
$118.47 - $181.18 $1,303 - $1,992
-11 Reduced 0.3%
3,669 $665,000
Q3 2020

Nov 12, 2020

BUY
$112.18 - $135.54 $6,730 - $8,132
60 Added 1.66%
3,680 $457,000
Q2 2020

Aug 06, 2020

BUY
$93.88 - $127.28 $3,004 - $4,072
32 Added 0.89%
3,620 $404,000
Q1 2020

May 11, 2020

SELL
$85.76 - $148.2 $25,041 - $43,274
-292 Reduced 7.53%
3,588 $347,000
Q4 2019

Feb 14, 2020

BUY
$128.15 - $151.64 $497,222 - $588,363
3,880 New
3,880 $561,000

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 $199B
  • 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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