A detailed history of Concentrum Wealth Management transactions in Walt Disney CO stock. As of the latest transaction made, Concentrum Wealth Management holds 1,976 shares of DIS stock, worth $193,628. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,976
Holding current value
$193,628
% of portfolio
0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

BUY
$89.29 - $122.36 $176,437 - $241,783
1,976 New
1,976 $242 Million
Q1 2022

May 06, 2022

SELL
$129.03 - $157.89 $171,738 - $210,151
-1,331 Closed
0 $0
Q4 2021

Feb 02, 2022

BUY
$142.15 - $177.71 $1,421 - $1,777
10 Added 0.76%
1,331 $206,000
Q1 2021

Apr 29, 2021

BUY
$163.03 - $201.91 $215,362 - $266,723
1,321 New
1,321 $244,000

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 $179B
  • 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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