A detailed history of Foundations Investment Advisors, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 23,122 shares of DIS stock, worth $2.3 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
23,122
Previous 22,273 3.81%
Holding current value
$2.3 Million
Previous $2.01 Million 40.68%
% of portfolio
0.08%
Previous 0.06%

Shares

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

May 13, 2024

BUY
$89.29 - $122.36 $75,807 - $103,883
849 Added 3.81%
23,122 $2.83 Million
Q4 2023

Feb 08, 2024

SELL
$79.32 - $96.06 $1.37 Million - $1.66 Million
-17,295 Reduced 43.71%
22,273 $2.01 Million
Q3 2023

Oct 05, 2023

BUY
$79.9 - $91.76 $489,227 - $561,846
6,123 Added 18.31%
39,568 $3.21 Million
Q2 2023

Jul 19, 2023

BUY
$87.82 - $102.97 $1.14 Million - $1.34 Million
13,004 Added 63.62%
33,445 $2.99 Million
Q1 2023

Apr 25, 2023

BUY
$88.99 - $113.21 $97,444 - $123,964
1,095 Added 5.66%
20,441 $2.05 Million
Q4 2022

Jan 11, 2023

SELL
$84.16 - $106.54 $286,564 - $362,768
-3,405 Reduced 14.97%
19,346 $0
Q3 2022

Oct 19, 2022

BUY
$91.84 - $124.96 $268,264 - $365,008
2,921 Added 14.73%
22,751 $2.15 Million
Q2 2022

Jul 08, 2022

BUY
$93.29 - $138.58 $971,148 - $1.44 Million
10,410 Added 110.51%
19,830 $1.91 Million
Q1 2022

Apr 19, 2022

BUY
$129.03 - $157.89 $51,741 - $63,313
401 Added 4.45%
9,420 $1.23 Million
Q4 2021

Jan 21, 2022

BUY
$142.15 - $177.71 $200,715 - $250,926
1,412 Added 18.56%
9,019 $1.42 Million
Q3 2021

Oct 13, 2021

BUY
$169.17 - $185.91 $34,510 - $37,925
204 Added 2.76%
7,607 $1.33 Million
Q2 2021

Jul 14, 2021

BUY
$169.27 - $189.73 $41,809 - $46,863
247 Added 3.45%
7,403 $1.31 Million
Q1 2021

Apr 09, 2021

BUY
$163.03 - $201.91 $494,306 - $612,191
3,032 Added 73.52%
7,156 $1.34 Million
Q4 2020

Jan 13, 2021

SELL
$118.47 - $181.18 $52,363 - $80,081
-442 Reduced 9.68%
4,124 $737,000
Q3 2020

Oct 07, 2020

BUY
$112.18 - $135.54 $106,122 - $128,220
946 Added 26.13%
4,566 $560,000
Q2 2020

Jul 08, 2020

BUY
$93.88 - $127.28 $140,256 - $190,156
1,494 Added 70.27%
3,620 $406,000
Q1 2020

Apr 06, 2020

BUY
$85.76 - $148.2 $22,040 - $38,087
257 Added 13.75%
2,126 $202,000
Q4 2019

Jan 09, 2020

BUY
$128.15 - $151.64 $6,023 - $7,127
47 Added 2.58%
1,869 $272,000
Q3 2019

Oct 07, 2019

BUY
$129.96 - $146.39 $236,787 - $266,722
1,822 New
1,822 $234,000

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 $181B
  • 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 Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.