A detailed history of Executive Wealth Management, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Executive Wealth Management, LLC holds 2,089 shares of DIS stock, worth $204,701. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,089
Holding current value
$204,701
% of portfolio
0.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$89.29 - $122.36 $186,526 - $255,610
2,089 New
2,089 $255,000
Q2 2023

Aug 02, 2023

BUY
$87.82 - $102.97 $591,028 - $692,988
6,730 Added 68.09%
16,614 $1.48 Million
Q1 2023

May 11, 2023

BUY
$88.99 - $113.21 $89,523 - $113,889
1,006 Added 11.33%
9,884 $989,000
Q4 2022

Feb 13, 2023

BUY
$84.16 - $106.54 $672,354 - $851,148
7,989 Added 898.65%
8,878 $771,000
Q3 2022

Nov 10, 2022

SELL
$91.84 - $124.96 $683,656 - $930,202
-7,444 Reduced 89.33%
889 $889,000
Q2 2022

Jul 26, 2022

SELL
$93.29 - $138.58 $262,331 - $389,686
-2,812 Reduced 25.23%
8,333 $786,000
Q1 2022

Apr 13, 2022

BUY
$129.03 - $157.89 $156,771 - $191,836
1,215 Added 12.24%
11,145 $1.53 Million
Q4 2021

Feb 03, 2022

BUY
$142.15 - $177.71 $71,785 - $89,743
505 Added 5.36%
9,930 $1.54 Million
Q3 2021

Oct 27, 2021

BUY
$169.17 - $185.91 $19,962 - $21,937
118 Added 1.27%
9,425 $1.59 Million
Q2 2021

Jul 26, 2021

BUY
$169.27 - $189.73 $48,072 - $53,883
284 Added 3.15%
9,307 $1.64 Million
Q1 2021

May 03, 2021

BUY
$163.03 - $201.91 $353,938 - $438,346
2,171 Added 31.68%
9,023 $1.67 Million
Q4 2020

Feb 04, 2021

BUY
$118.47 - $181.18 $99,633 - $152,372
841 Added 13.99%
6,852 $1.24 Million
Q3 2020

Oct 23, 2020

BUY
$112.18 - $135.54 $48,686 - $58,824
434 Added 7.78%
6,011 $745,000
Q2 2020

Jul 27, 2020

SELL
$93.88 - $127.28 $178,184 - $241,577
-1,898 Reduced 25.39%
5,577 $621,000
Q1 2020

Apr 27, 2020

SELL
$85.76 - $148.2 $175,808 - $303,810
-2,050 Reduced 21.52%
7,475 $722,000
Q4 2019

Jan 23, 2020

SELL
$128.15 - $151.64 $41,520 - $49,131
-324 Reduced 3.29%
9,525 $1.38 Million
Q3 2019

Oct 30, 2019

BUY
$129.96 - $146.39 $84,344 - $95,007
649 Added 7.05%
9,849 $1.28 Million
Q2 2019

Aug 01, 2019

SELL
$111.96 - $142.02 $74,453 - $94,443
-665 Reduced 6.74%
9,200 $1.29 Million
Q1 2019

May 02, 2019

SELL
$106.33 - $115.25 $289,217 - $313,480
-2,720 Reduced 21.61%
9,865 $1.1 Million
Q4 2018

Feb 19, 2019

BUY
$100.35 - $118.9 $1.26 Million - $1.5 Million
12,585 New
12,585 $1.38 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 $179B
  • 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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