Cliftonlarsonallen Wealth Advisors, LLC Walt Disney CO Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.33 Billion
  • Q3 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 14,107 shares of DIS stock, worth $1.6 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,107
Previous 13,139 7.37%
Holding current value
$1.6 Million
Previous $1.3 Million 3.99%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 11, 2024
BUY
$85.6 - $98.61 $82,860 - $95,454
968 Added 7.37%
14,107 $1.36 Million
Q2 2024

Jul 11, 2024
BUY
$99.29 - $122.82 $200,267 - $247,727
2,017 Added 18.14%
13,139 $1.3 Million
Q1 2024

May 02, 2024
SELL
$89.29 - $122.36 $146,167 - $200,303
-1,637 Reduced 12.83%
11,122 $1.36 Million
Q4 2023

Jan 16, 2024
BUY
$79.32 - $96.06 $135,399 - $163,974
1,707 Added 15.45%
12,759 $1.15 Million
Q3 2023

Oct 13, 2023
SELL
$79.9 - $91.76 $42,746 - $49,091
-535 Reduced 4.62%
11,052 $895,000
Q2 2023

Jul 14, 2023
SELL
$87.82 - $102.97 $1,053 - $1,235
-12 Reduced 0.1%
11,587 $1.03 Million
Q1 2023

Apr 12, 2023
SELL
$88.99 - $113.21 $3,915 - $4,981
-44 Reduced 0.38%
11,599 $1.16 Million
Q4 2022

Jan 19, 2023
SELL
$84.16 - $106.54 $16,579 - $20,988
-197 Reduced 1.66%
11,643 $0
Q3 2022

Oct 12, 2022
BUY
$91.84 - $124.96 $7,347 - $9,996
80 Added 0.68%
11,840 $1.12 Million
Q2 2022

Jul 08, 2022
BUY
$93.29 - $138.58 $6,437 - $9,562
69 Added 0.59%
11,760 $1.11 Million
Q1 2022

Apr 27, 2022
BUY
$129.03 - $157.89 $1.51 Million - $1.85 Million
11,691 New
11,691 $1.6 Million
Q4 2021

Jan 26, 2022
SELL
$142.15 - $177.71 $540,170 - $675,298
-3,800 Closed
0 $0
Q3 2021

Nov 02, 2021
BUY
$169.17 - $185.91 $642,846 - $706,458
3,800 New
3,800 $643,000
Q3 2021

Oct 14, 2021
SELL
$169.17 - $185.91 $642,846 - $706,458
-3,800 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$169.27 - $189.73 $643,226 - $720,974
3,800 New
3,800 $668,000

Others Institutions Holding DIS

# of Institutions
3,268
Shares Held
1.19B
Call Options Held
34.5M
Put Options Held
39.9M
View Full List

About Walt Disney Co

DIS Quotes by TradingView
  • Ticker DIS
  • Exchange NYSE
  • Sector Communication Services
  • Industry Entertainment
  • Shares Outstandng 1,823,059,968
  • Market Cap $207B
  • 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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