A detailed history of Hohimer Wealth Management, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Hohimer Wealth Management, LLC holds 5,748 shares of DIS stock, worth $563,246. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,748
Previous 5,610 2.46%
Holding current value
$563,246
Previous $506,000 38.93%
% of portfolio
0.17%
Previous 0.13%

Shares

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

May 07, 2024

BUY
$89.29 - $122.36 $12,322 - $16,885
138 Added 2.46%
5,748 $703,000
Q4 2023

Feb 09, 2024

SELL
$79.32 - $96.06 $91,376 - $110,661
-1,152 Reduced 17.04%
5,610 $506,000
Q3 2023

Nov 20, 2023

SELL
$79.9 - $91.76 $24,129 - $27,711
-302 Reduced 4.28%
6,762 $548,000
Q2 2023

Jul 27, 2023

SELL
$87.82 - $102.97 $7,728 - $9,061
-88 Reduced 1.23%
7,064 $630,000
Q1 2023

May 02, 2023

BUY
$88.99 - $113.21 $71,903 - $91,473
808 Added 12.74%
7,152 $716,000
Q4 2022

Feb 01, 2023

BUY
$84.16 - $106.54 $533,911 - $675,889
6,344 New
6,344 $551,000
Q2 2021

Jul 12, 2021

SELL
$169.27 - $189.73 $181,288 - $203,200
-1,071 Closed
0 $0
Q1 2021

Apr 12, 2021

SELL
$163.03 - $201.91 $318,071 - $393,926
-1,951 Reduced 64.56%
1,071 $198,000
Q4 2020

Jan 11, 2021

SELL
$118.47 - $181.18 $9,477 - $14,494
-80 Reduced 2.58%
3,022 $548,000
Q3 2020

Nov 13, 2020

SELL
$112.18 - $135.54 $961,831 - $1.16 Million
-8,574 Reduced 73.43%
3,102 $385,000
Q2 2020

Jul 14, 2020

BUY
$93.88 - $127.28 $34,923 - $47,348
372 Added 3.29%
11,676 $1.3 Million
Q1 2020

May 05, 2020

SELL
$85.76 - $148.2 $30,273 - $52,314
-353 Reduced 3.03%
11,304 $1.2 Million
Q4 2019

Feb 14, 2020

BUY
$128.15 - $151.64 $1.49 Million - $1.77 Million
11,657 New
11,657 $1.69 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
Track This Portfolio

Track Hohimer Wealth Management, LLC Portfolio

Follow Hohimer Wealth Management, 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 Hohimer Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hohimer Wealth Management, LLC with notifications on news.