Concord Wealth Partners Walt Disney CO Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Walt Disney CO stock. As of the latest transaction made, Concord Wealth Partners holds 2,443 shares of DIS stock, worth $257,760. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,443
Previous 2,751 11.2%
Holding current value
$257,760
Previous $264,000 3.03%
% of portfolio
0.05%
Previous 0.04%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$92.39 - $117.6 $28,456 - $36,220
-308 Reduced 11.2%
2,443 $272,000
Q3 2024

Oct 24, 2024
BUY
$85.6 - $98.61 $37,578 - $43,289
439 Added 18.99%
2,751 $264,000
Q2 2024

Jul 31, 2024
SELL
$99.29 - $122.82 $107,133 - $132,522
-1,079 Reduced 31.82%
2,312 $229,000
Q1 2024

Apr 30, 2024
BUY
$89.29 - $122.36 $67,503 - $92,504
756 Added 28.69%
3,391 $414,000
Q4 2023

Apr 30, 2024
SELL
$79.32 - $96.06 $66,787 - $80,882
-842 Reduced 24.22%
2,635 $237,000
Q4 2023

Feb 05, 2024
SELL
$79.32 - $96.06 $66,787 - $80,882
-842 Reduced 24.22%
2,635 $237,000
Q3 2023

Apr 30, 2024
BUY
$79.9 - $91.76 $67,275 - $77,261
842 Added 31.95%
3,477 $281,000
Q3 2023

Oct 25, 2023
BUY
$79.9 - $91.76 $47,220 - $54,230
591 Added 20.48%
3,477 $281,000
Q2 2023

Aug 07, 2023
BUY
$87.82 - $102.97 $8,957 - $10,502
102 Added 3.66%
2,886 $257,000
Q1 2023

Apr 26, 2023
BUY
$88.99 - $113.21 $800 - $1,018
9 Added 0.32%
2,784 $278,000
Q4 2022

Jan 27, 2023
SELL
$84.16 - $106.54 $3,198 - $4,048
-38 Reduced 1.35%
2,775 $241,000
Q3 2022

Nov 10, 2022
BUY
$91.84 - $124.96 $21,674 - $29,490
236 Added 9.16%
2,813 $265,000
Q2 2022

Aug 04, 2022
BUY
$93.29 - $138.58 $16,232 - $24,112
174 Added 7.24%
2,577 $243,000
Q1 2022

Apr 20, 2022
BUY
$129.03 - $157.89 $16,386 - $20,052
127 Added 5.58%
2,403 $330,000
Q4 2021

Jan 21, 2022
BUY
$142.15 - $177.71 $233,410 - $291,799
1,642 Added 258.99%
2,276 $353,000
Q3 2021

Nov 09, 2021
SELL
$169.17 - $185.91 $216,368 - $237,778
-1,279 Reduced 66.86%
634 $107,000
Q2 2021

Jul 29, 2021
BUY
$169.27 - $189.73 $1,523 - $1,707
9 Added 0.47%
1,913 $336,000
Q1 2021

May 13, 2021
SELL
$163.03 - $201.91 $55,267 - $68,447
-339 Reduced 15.11%
1,904 $351,000
Q4 2020

Feb 16, 2021
BUY
$118.47 - $181.18 $265,728 - $406,386
2,243 New
2,243 $406,000

Others Institutions Holding DIS

# of Institutions
3,592
Shares Held
1.23B
Call Options Held
30.3M
Put Options Held
38.2M
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 $192B
  • 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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