A detailed history of Iht Wealth Management, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Iht Wealth Management, LLC holds 39,339 shares of DIS stock, worth $4.43 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
39,339
Previous 37,470 4.99%
Holding current value
$4.43 Million
Previous $3.72 Million 1.69%
% of portfolio
0.11%
Previous 0.14%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$85.6 - $98.61 $159,986 - $184,302
1,869 Added 4.99%
39,339 $3.78 Million
Q2 2024

Aug 14, 2024

SELL
$99.29 - $122.82 $312,962 - $387,128
-3,152 Reduced 7.76%
37,470 $3.72 Million
Q1 2024

May 15, 2024

SELL
$89.29 - $122.36 $164,918 - $225,998
-1,847 Reduced 4.35%
40,622 $4.97 Million
Q4 2023

Feb 14, 2024

BUY
$79.32 - $96.06 $40,929 - $49,566
516 Added 1.23%
42,469 $3.83 Million
Q3 2023

Nov 14, 2023

SELL
$79.9 - $91.76 $155,805 - $178,932
-1,950 Reduced 4.44%
41,953 $3.4 Million
Q2 2023

Aug 14, 2023

SELL
$87.82 - $102.97 $115,219 - $135,096
-1,312 Reduced 2.9%
43,903 $3.92 Million
Q1 2023

May 15, 2023

BUY
$88.99 - $113.21 $118,623 - $150,908
1,333 Added 3.04%
45,215 $4.53 Million
Q4 2022

Feb 14, 2023

SELL
$84.16 - $106.54 $115,635 - $146,385
-1,374 Reduced 3.04%
43,882 $3.81 Million
Q3 2022

Nov 22, 2022

BUY
$91.84 - $124.96 $1.04 Million - $1.41 Million
11,318 Added 33.35%
45,256 $4.27 Million
Q2 2022

Aug 15, 2022

SELL
$93.29 - $138.58 $629,427 - $934,999
-6,747 Reduced 16.58%
33,938 $3.2 Million
Q1 2022

May 16, 2022

BUY
$129.03 - $157.89 $443,605 - $542,825
3,438 Added 9.23%
40,685 $5.58 Million
Q4 2021

Feb 14, 2022

BUY
$142.15 - $177.71 $113,577 - $141,990
799 Added 2.19%
37,247 $5.77 Million
Q3 2021

Nov 15, 2021

SELL
$169.17 - $185.91 $772,768 - $849,236
-4,568 Reduced 11.14%
36,448 $6.17 Million
Q2 2021

Aug 16, 2021

BUY
$169.27 - $189.73 $803,355 - $900,458
4,746 Added 13.09%
41,016 $7.21 Million
Q1 2021

May 18, 2021

BUY
$163.03 - $201.91 $252,207 - $312,354
1,547 Added 4.46%
36,270 $6.69 Million
Q4 2020

Feb 17, 2021

SELL
$118.47 - $181.18 $92,762 - $141,863
-783 Reduced 2.21%
34,723 $6.29 Million
Q3 2020

Nov 19, 2020

BUY
$112.18 - $135.54 $119,135 - $143,943
1,062 Added 3.08%
35,506 $4.41 Million
Q2 2020

Aug 14, 2020

SELL
$93.88 - $127.28 $472,967 - $641,236
-5,038 Reduced 12.76%
34,444 $3.84 Million
Q1 2020

May 13, 2020

BUY
$85.76 - $148.2 $384,547 - $664,528
4,484 Added 12.81%
39,482 $3.81 Million
Q4 2019

Feb 18, 2020

BUY
$128.15 - $151.64 $466,594 - $552,121
3,641 Added 11.61%
34,998 $5.06 Million
Q3 2019

Nov 15, 2019

BUY
$129.96 - $146.39 $820,047 - $923,720
6,310 Added 25.19%
31,357 $4.1 Million
Q2 2019

Aug 12, 2019

BUY
$111.96 - $142.02 $291,431 - $369,678
2,603 Added 11.6%
25,047 $3.5 Million
Q1 2019

May 16, 2019

BUY
$106.33 - $115.25 $58,481 - $63,387
550 Added 2.51%
22,444 $2.49 Million
Q4 2018

Feb 15, 2019

BUY
$100.35 - $118.9 $23,180 - $27,465
231 Added 1.07%
21,894 $2.4 Million
Q3 2018

Nov 14, 2018

BUY
$104.04 - $116.94 $24,137 - $27,130
232 Added 1.08%
21,663 $2.53 Million
Q2 2018

Aug 13, 2018

BUY
$98.66 - $108.85 $601,135 - $663,223
6,093 Added 39.72%
21,431 $2.25 Million
Q1 2018

May 15, 2018

SELL
$98.54 - $112.47 $301,138 - $343,708
-3,056 Reduced 16.61%
15,338 $1.51 Million
Q4 2017

Feb 14, 2018

BUY
$96.93 - $111.81 $158,771 - $183,144
1,638 Added 9.78%
18,394 $2.02 Million
Q3 2017

Nov 14, 2017

BUY
$97.06 - $110.61 $1.63 Million - $1.85 Million
16,756
16,756 $1.67 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 $205B
  • 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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