A detailed history of Concurrent Investment Advisors, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 66,744 shares of DIS stock, worth $6.6 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
66,744
Previous 61,560 8.42%
Holding current value
$6.6 Million
Previous $6.11 Billion 5.04%
% of portfolio
0.19%
Previous 0.2%

Shares

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

Oct 30, 2024

BUY
$85.6 - $98.61 $443,750 - $511,194
5,184 Added 8.42%
66,744 $6.42 Billion
Q2 2024

Jul 30, 2024

BUY
$99.29 - $122.82 $602,491 - $745,271
6,068 Added 10.93%
61,560 $6.11 Billion
Q1 2024

May 07, 2024

BUY
$89.29 - $122.36 $1.19 Million - $1.64 Million
13,372 Added 31.75%
55,492 $6.79 Billion
Q4 2023

Apr 15, 2024

BUY
$79.32 - $96.06 $3.34 Million - $4.05 Million
42,120 New
42,120 $3.8 Billion

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 $180B
  • 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 Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, 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 Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.