A detailed history of Cherry Tree Wealth Management, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 814 shares of DIS stock, worth $93,382. This represents 0.02% of its overall portfolio holdings.

Number of Shares
814
Previous 813 0.12%
Holding current value
$93,382
Previous $80.7 Million 3.02%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$85.6 - $98.61 $85 - $98
1 Added 0.12%
814 $78.3 Million
Q2 2024

Aug 06, 2024

SELL
$99.29 - $122.82 $6,751 - $8,351
-68 Reduced 7.72%
813 $80.7 Million
Q4 2023

Feb 06, 2024

SELL
$79.32 - $96.06 $396 - $480
-5 Reduced 0.56%
881 $79.5 Million
Q3 2023

Nov 14, 2023

BUY
$79.9 - $91.76 $399 - $458
5 Added 0.57%
886 $71.8 Million
Q2 2023

Aug 09, 2023

BUY
$87.82 - $102.97 $77,369 - $90,716
881 New
881 $78.6 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 Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree 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 Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.