A detailed history of Goal Vest Advisory LLC transactions in Walt Disney CO stock. As of the latest transaction made, Goal Vest Advisory LLC holds 507 shares of DIS stock, worth $47,394. This represents 0.02% of its overall portfolio holdings.

Number of Shares
507
Previous 697 27.26%
Holding current value
$47,394
Previous $85,000 41.18%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jul 30, 2024

SELL
$99.29 - $122.82 $18,865 - $23,335
-190 Reduced 27.26%
507 $50,000
Q1 2024

Apr 15, 2024

BUY
$89.29 - $122.36 $12,500 - $17,130
140 Added 25.13%
697 $85,000
Q4 2023

Jan 02, 2024

BUY
$79.32 - $96.06 $32,521 - $39,384
410 Added 278.91%
557 $50,000
Q2 2023

Jul 17, 2023

SELL
$87.82 - $102.97 $4,391 - $5,148
-50 Reduced 25.38%
147 $13,000
Q4 2022

Jan 06, 2023

BUY
$84.16 - $106.54 $4,208 - $5,327
50 Added 34.01%
197 $0
Q3 2022

Oct 11, 2022

SELL
$91.84 - $124.96 $52,716 - $71,727
-574 Reduced 79.61%
147 $14,000
Q2 2022

Jul 06, 2022

SELL
$93.29 - $138.58 $597,429 - $887,466
-6,404 Reduced 89.88%
721 $70,000
Q1 2022

May 03, 2022

BUY
$129.03 - $157.89 $60,386 - $73,892
468 Added 7.03%
7,125 $977,000
Q2 2021

Sep 01, 2021

BUY
$169.27 - $189.73 $578,564 - $648,497
3,418 Added 105.53%
6,657 $1.17 Million
Q1 2021

May 13, 2021

BUY
$163.03 - $201.91 $528,054 - $653,986
3,239 New
3,239 $598,000

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 $170B
  • 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 Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory 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 Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.