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 100,034 shares of DIS stock, worth $11.6 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
100,034
Previous 61,787 61.9%
Holding current value
$11.6 Million
Previous $6.13 Million 56.85%
% of portfolio
0.13%
Previous 0.1%

Shares

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

Nov 12, 2024

BUY
$85.6 - $98.61 $3.27 Million - $3.77 Million
38,247 Added 61.9%
100,034 $9.62 Million
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 $211B
  • 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 Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management 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 Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.