A detailed history of Everhart Financial Group, Inc. transactions in Walt Disney CO stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 6,506 shares of DIS stock, worth $754,696. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,506
Previous 6,874 5.35%
Holding current value
$754,696
Previous $682,000 8.36%
% of portfolio
0.14%
Previous 0.18%

Shares

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

Nov 04, 2024

SELL
$85.6 - $98.61 $31,500 - $36,288
-368 Reduced 5.35%
6,506 $625,000
Q2 2024

Jul 24, 2024

BUY
$99.29 - $122.82 $110,211 - $136,330
1,110 Added 19.26%
6,874 $682,000
Q1 2024

May 13, 2024

BUY
$89.29 - $122.36 $63,306 - $86,753
709 Added 14.03%
5,764 $705,000
Q4 2023

Jan 12, 2024

BUY
$79.32 - $96.06 $400,962 - $485,583
5,055 New
5,055 $456,000
Q2 2023

Jul 13, 2023

SELL
$87.82 - $102.97 $61,737 - $72,387
-703 Reduced 21.64%
2,545 $227,000
Q1 2023

Apr 25, 2023

BUY
$88.99 - $113.21 $289,039 - $367,706
3,248 New
3,248 $325,000
Q3 2022

Oct 12, 2022

BUY
$91.84 - $124.96 $187,996 - $255,793
2,047 Added 71.03%
4,929 $465,000
Q2 2022

Jul 12, 2022

SELL
$93.29 - $138.58 $51,216 - $76,080
-549 Reduced 16.0%
2,882 $272,000
Q1 2022

Apr 18, 2022

BUY
$129.03 - $157.89 $442,701 - $541,720
3,431 New
3,431 $471,000
Q4 2021

Jan 21, 2022

SELL
$142.15 - $177.71 $398,446 - $498,121
-2,803 Closed
0 $0
Q3 2021

Oct 13, 2021

BUY
$169.17 - $185.91 $76,803 - $84,403
454 Added 19.33%
2,803 $474,000
Q2 2021

Jul 16, 2021

BUY
$169.27 - $189.73 $210,233 - $235,644
1,242 Added 112.2%
2,349 $413,000
Q1 2021

Apr 13, 2021

BUY
$163.03 - $201.91 $180,474 - $223,514
1,107 New
1,107 $205,000

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 $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
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