A detailed history of First Purpose Wealth LLC transactions in Walt Disney CO stock. As of the latest transaction made, First Purpose Wealth LLC holds 7,908 shares of DIS stock, worth $885,933. This represents 0.35% of its overall portfolio holdings.

Number of Shares
7,908
Previous 7,879 0.37%
Holding current value
$885,933
Previous $711,000 36.01%
% of portfolio
0.35%
Previous 0.28%

Shares

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

Apr 22, 2024

BUY
$89.29 - $122.36 $2,589 - $3,548
29 Added 0.37%
7,908 $967,000
Q4 2023

Apr 22, 2024

BUY
$79.32 - $96.06 $793 - $960
10 Added 0.13%
7,879 $711,000
Q3 2023

Oct 30, 2023

SELL
$79.9 - $91.76 $319 - $367
-4 Reduced 0.05%
7,869 $637,000
Q2 2023

Jul 21, 2023

BUY
$87.82 - $102.97 $8,782 - $10,297
100 Added 1.29%
7,873 $702,000
Q1 2023

May 03, 2023

BUY
$88.99 - $113.21 $43,338 - $55,133
487 Added 6.68%
7,773 $778,000
Q4 2022

Jan 26, 2023

BUY
$84.16 - $106.54 $2,188 - $2,770
26 Added 0.36%
7,286 $0
Q3 2022

Oct 24, 2022

BUY
$91.84 - $124.96 $30,399 - $41,361
331 Added 4.78%
7,260 $685,000
Q2 2022

Jul 25, 2022

BUY
$93.29 - $138.58 $69,127 - $102,687
741 Added 11.97%
6,929 $654,000
Q1 2022

Apr 18, 2022

BUY
$129.03 - $157.89 $72,385 - $88,576
561 Added 9.97%
6,188 $849,000
Q4 2021

Feb 24, 2022

BUY
$142.15 - $177.71 $799,878 - $999,974
5,627 New
5,627 $872,000

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 $204B
  • 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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