A detailed history of Congress Wealth Management LLC transactions in Walt Disney CO stock. As of the latest transaction made, Congress Wealth Management LLC holds 61,787 shares of DIS stock, worth $5.78 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
61,787
Previous 7,016 780.66%
Holding current value
$5.78 Million
Previous $858,000 614.92%
% of portfolio
0.1%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$99.29 - $122.82 $5.44 Million - $6.73 Million
54,771 Added 780.66%
61,787 $6.13 Million
Q1 2024

Apr 18, 2024

SELL
$89.29 - $122.36 $372,071 - $509,874
-4,167 Reduced 37.26%
7,016 $858,000
Q4 2023

Feb 09, 2024

BUY
$79.32 - $96.06 $582,288 - $705,176
7,341 Added 191.07%
11,183 $1.01 Million
Q3 2023

Oct 30, 2023

SELL
$79.9 - $91.76 $26,846 - $30,831
-336 Reduced 8.04%
3,842 $311,000
Q2 2023

Jul 13, 2023

SELL
$87.82 - $102.97 $28,629 - $33,568
-326 Reduced 7.24%
4,178 $373,000
Q1 2023

Apr 14, 2023

SELL
$88.99 - $113.21 $311,553 - $396,348
-3,501 Reduced 43.74%
4,504 $450,000
Q4 2022

Feb 02, 2023

BUY
$84.16 - $106.54 $72,125 - $91,304
857 Added 11.99%
8,005 $695,000
Q3 2022

Nov 08, 2022

SELL
$91.84 - $124.96 $111,126 - $151,201
-1,210 Reduced 14.48%
7,148 $674,000
Q2 2022

Aug 11, 2022

SELL
$93.29 - $138.58 $5.73 Million - $8.51 Million
-61,433 Reduced 88.02%
8,358 $789,000
Q1 2022

May 16, 2022

BUY
$129.03 - $157.89 $64,256 - $78,629
498 Added 0.72%
69,791 $9.57 Million
Q4 2021

Feb 04, 2022

BUY
$142.15 - $177.71 $9.85 Million - $12.3 Million
69,293 New
69,293 $10.7 Million

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 $171B
  • 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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