A detailed history of Cfm Wealth Partners LLC transactions in Walt Disney CO stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 2,385 shares of DIS stock, worth $273,607. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,385
Previous 4,463 46.56%
Holding current value
$273,607
Previous $429,000 46.62%
% of portfolio
0.04%
Previous 0.09%

Shares

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

Oct 23, 2024

SELL
$85.6 - $98.61 $177,876 - $204,911
-2,078 Reduced 46.56%
2,385 $229,000
Q3 2024

Oct 15, 2024

BUY
$85.6 - $98.61 $71,304 - $82,142
833 Added 22.95%
4,463 $429,000
Q2 2024

Jul 18, 2024

SELL
$99.29 - $122.82 $82,708 - $102,309
-833 Reduced 18.66%
3,630 $360,000
Q1 2024

Apr 15, 2024

SELL
$89.29 - $122.36 $373,500 - $511,831
-4,183 Reduced 48.38%
4,463 $546,000
Q4 2023

Jan 11, 2024

SELL
$79.32 - $96.06 $194,730 - $235,827
-2,455 Reduced 22.12%
8,646 $780,000
Q3 2023

Oct 11, 2023

SELL
$79.9 - $91.76 $211,335 - $242,705
-2,645 Reduced 19.24%
11,101 $899,000
Q2 2023

Jul 14, 2023

SELL
$87.82 - $102.97 $219,374 - $257,219
-2,498 Reduced 15.38%
13,746 $1.23 Million
Q1 2023

Apr 12, 2023

BUY
$88.99 - $113.21 $1.45 Million - $1.84 Million
16,244 New
16,244 $1.63 Million
Q4 2022

Jan 19, 2023

SELL
$84.16 - $106.54 $169,582 - $214,678
-2,015 Reduced 11.05%
16,213 $1.41 Billion
Q3 2022

Oct 17, 2022

SELL
$91.84 - $124.96 $57,767 - $78,599
-629 Reduced 3.34%
18,228 $1.72 Million
Q2 2022

Jul 12, 2022

SELL
$93.29 - $138.58 $29,572 - $43,929
-317 Reduced 1.65%
18,857 $1.78 Million
Q1 2022

Apr 14, 2022

BUY
$129.03 - $157.89 $3,225 - $3,947
25 Added 0.13%
19,174 $2.63 Million
Q4 2021

Jan 21, 2022

BUY
$142.15 - $177.71 $167,879 - $209,875
1,181 Added 6.57%
19,149 $3 Million
Q3 2021

Oct 25, 2021

SELL
$169.17 - $185.91 $79,171 - $87,005
-468 Reduced 2.54%
17,968 $3.04 Million
Q2 2021

Jul 21, 2021

BUY
$169.27 - $189.73 $8,463 - $9,486
50 Added 0.27%
18,436 $3.24 Million
Q1 2021

May 17, 2021

BUY
$163.03 - $201.91 $3,260 - $4,038
20 Added 0.11%
18,386 $3.39 Million
Q4 2020

Feb 10, 2021

SELL
$118.47 - $181.18 $1.86 Million - $2.85 Million
-15,705 Reduced 46.09%
18,366 $3.33 Million
Q3 2020

Nov 10, 2020

SELL
$112.18 - $135.54 $162,324 - $196,126
-1,447 Reduced 4.07%
34,071 $4.23 Million
Q2 2020

Aug 14, 2020

SELL
$93.88 - $127.28 $146,640 - $198,811
-1,562 Reduced 4.21%
35,518 $3.96 Million
Q1 2020

May 12, 2020

BUY
$85.76 - $148.2 $415,936 - $718,770
4,850 Added 15.05%
37,080 $3.58 Million
Q4 2019

Jan 30, 2020

BUY
$128.15 - $151.64 $4.13 Million - $4.89 Million
32,230 New
32,230 $4.68 Million

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 Cfm Wealth Partners LLC Portfolio

Follow Cfm Wealth Partners 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 Cfm Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfm Wealth Partners LLC with notifications on news.