A detailed history of Evolution Wealth Advisors, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 3,146 shares of DIS stock, worth $294,497. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,146
Previous 5,111 38.45%
Holding current value
$294,497
Previous $625,000 50.08%
% of portfolio
0.06%
Previous 0.12%

Shares

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

Jul 18, 2024

SELL
$99.29 - $122.82 $195,104 - $241,341
-1,965 Reduced 38.45%
3,146 $312,000
Q1 2024

Apr 19, 2024

SELL
$89.29 - $122.36 $208,134 - $285,221
-2,331 Reduced 31.32%
5,111 $625,000
Q4 2023

Jan 31, 2024

BUY
$79.32 - $96.06 $146,107 - $176,942
1,842 Added 32.89%
7,442 $671,000
Q3 2023

Nov 06, 2023

BUY
$79.9 - $91.76 $447,440 - $513,856
5,600 New
5,600 $453,000
Q1 2023

May 02, 2023

SELL
$88.99 - $113.21 $6,585 - $8,377
-74 Reduced 1.66%
4,373 $437,000
Q4 2022

Feb 07, 2023

SELL
$84.16 - $106.54 $18,094 - $22,906
-215 Reduced 4.61%
4,447 $386,000
Q3 2022

Nov 01, 2022

SELL
$91.84 - $124.96 $6,888 - $9,372
-75 Reduced 1.58%
4,662 $440,000
Q2 2022

Aug 02, 2022

BUY
$93.29 - $138.58 $21,736 - $32,289
233 Added 5.17%
4,737 $447,000
Q3 2021

Nov 09, 2021

SELL
$169.17 - $185.91 $181,688 - $199,667
-1,074 Reduced 19.25%
4,504 $762,000
Q2 2021

Jul 22, 2021

SELL
$169.27 - $189.73 $43,163 - $48,381
-255 Reduced 4.37%
5,578 $980,000
Q1 2021

Apr 20, 2021

BUY
$163.03 - $201.91 $17,607 - $21,806
108 Added 1.89%
5,833 $1.08 Million
Q4 2020

Feb 02, 2021

SELL
$118.47 - $181.18 $436,680 - $667,829
-3,686 Reduced 39.17%
5,725 $1.04 Million
Q3 2020

Oct 15, 2020

SELL
$112.18 - $135.54 $1.72 Million - $2.08 Million
-15,315 Reduced 61.94%
9,411 $1.17 Million
Q2 2020

Jul 27, 2020

BUY
$93.88 - $127.28 $2.27 Million - $3.08 Million
24,191 Added 4521.68%
24,726 $2.76 Million
Q1 2020

Apr 22, 2020

SELL
$85.76 - $148.2 $86,446 - $149,385
-1,008 Reduced 65.33%
535 $52,000
Q4 2019

Feb 03, 2020

BUY
$128.15 - $151.64 $197,735 - $233,980
1,543 New
1,543 $223,000
Q3 2019

Nov 12, 2019

SELL
$129.96 - $146.39 $173,886 - $195,869
-1,338 Closed
0 $0
Q2 2019

Jul 12, 2019

SELL
$111.96 - $142.02 $28,325 - $35,931
-253 Reduced 15.9%
1,338 $187,000
Q1 2019

May 09, 2019

BUY
$106.33 - $115.25 $151,201 - $163,885
1,422 Added 841.42%
1,591 $177,000
Q4 2018

Jan 29, 2019

BUY
$100.35 - $118.9 $16,959 - $20,094
169 New
169 $19,000

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 $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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