A detailed history of Collaborative Wealth Managment Inc. transactions in Walt Disney CO stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 7,618 shares of DIS stock, worth $895,876. This represents 0.34% of its overall portfolio holdings.

Number of Shares
7,618
Previous 7,574 0.58%
Holding current value
$895,876
Previous $752,000 2.66%
% of portfolio
0.34%
Previous 0.38%

Shares

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

Nov 12, 2024

BUY
$85.6 - $98.61 $3,766 - $4,338
44 Added 0.58%
7,618 $732,000
Q2 2024

Aug 09, 2024

SELL
$99.29 - $122.82 $5,560 - $6,877
-56 Reduced 0.73%
7,574 $752,000
Q1 2024

May 10, 2024

BUY
$89.29 - $122.36 $443,235 - $607,395
4,964 Added 186.2%
7,630 $933,000
Q4 2023

Feb 07, 2024

BUY
$79.32 - $96.06 $3,965 - $4,803
50 Added 1.91%
2,666 $240,000
Q3 2023

Nov 09, 2023

SELL
$79.9 - $91.76 $14,541 - $16,700
-182 Reduced 6.5%
2,616 $212,000
Q2 2023

Aug 07, 2023

SELL
$87.82 - $102.97 $702 - $823
-8 Reduced 0.29%
2,798 $249,000
Q4 2022

Feb 10, 2023

BUY
$84.16 - $106.54 $29,456 - $37,289
350 Added 14.25%
2,806 $243,000
Q3 2022

Nov 14, 2022

SELL
$91.84 - $124.96 $7,347 - $9,996
-80 Reduced 3.15%
2,456 $232,000
Q2 2022

Aug 15, 2022

SELL
$93.29 - $138.58 $6,437 - $9,562
-69 Reduced 2.65%
2,536 $239,000
Q4 2021

Feb 11, 2022

BUY
$142.15 - $177.71 $14,215 - $17,771
100 Added 3.99%
2,605 $404,000
Q1 2021

May 12, 2022

BUY
$163.03 - $201.91 $408,390 - $505,784
2,505 New
2,505 $344,000

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 $214B
  • 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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