A detailed history of Institute For Wealth Management, Llc. transactions in Walt Disney CO stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 47,206 shares of DIS stock, worth $4.76 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
47,206
Previous 46,735 1.01%
Holding current value
$4.76 Million
Previous $4.64 Million 2.16%
% of portfolio
0.58%
Previous 0.63%

Shares

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

Nov 12, 2024

BUY
$85.6 - $98.61 $40,317 - $46,445
471 Added 1.01%
47,206 $4.54 Million
Q2 2024

Jul 25, 2024

BUY
$99.29 - $122.82 $29,389 - $36,354
296 Added 0.64%
46,735 $4.64 Million
Q1 2024

Apr 30, 2024

BUY
$89.29 - $122.36 $1,785 - $2,447
20 Added 0.04%
46,439 $5.68 Million
Q4 2023

Jan 31, 2024

BUY
$79.32 - $96.06 $299,115 - $362,242
3,771 Added 8.84%
46,419 $4.19 Million
Q3 2023

Oct 13, 2023

SELL
$79.9 - $91.76 $87,330 - $100,293
-1,093 Reduced 2.5%
42,648 $3.46 Million
Q2 2023

Jul 25, 2023

SELL
$87.82 - $102.97 $116,537 - $136,641
-1,327 Reduced 2.94%
43,741 $3.91 Million
Q1 2023

Apr 20, 2023

BUY
$88.99 - $113.21 $195,422 - $248,609
2,196 Added 5.12%
45,068 $4.51 Million
Q4 2022

Feb 02, 2023

BUY
$84.16 - $106.54 $633,977 - $802,565
7,533 Added 21.32%
42,872 $3.72 Million
Q3 2022

Oct 18, 2022

BUY
$91.84 - $124.96 $24,704 - $33,614
269 Added 0.77%
35,339 $3.33 Million
Q2 2022

Jul 25, 2022

BUY
$93.29 - $138.58 $172,026 - $255,541
1,844 Added 5.55%
35,070 $3.31 Million
Q1 2022

Apr 29, 2022

BUY
$129.03 - $157.89 $133,546 - $163,416
1,035 Added 3.22%
33,226 $4.56 Million
Q4 2021

Jan 21, 2022

BUY
$142.15 - $177.71 $75,339 - $94,186
530 Added 1.67%
32,191 $4.99 Million
Q3 2021

Nov 15, 2021

BUY
$169.17 - $185.91 $267,119 - $293,551
1,579 Added 5.25%
31,661 $5.36 Million
Q2 2021

Jul 21, 2021

BUY
$169.27 - $189.73 $30,130 - $33,771
178 Added 0.6%
30,082 $5.29 Million
Q1 2021

May 04, 2021

SELL
$163.03 - $201.91 $83,471 - $103,377
-512 Reduced 1.68%
29,904 $5.52 Million
Q4 2020

Feb 01, 2021

SELL
$118.47 - $181.18 $51,179 - $78,269
-432 Reduced 1.4%
30,416 $5.51 Million
Q3 2020

Nov 03, 2020

SELL
$112.18 - $135.54 $88,958 - $107,483
-793 Reduced 2.51%
30,848 $3.83 Million
Q2 2020

Jul 30, 2020

BUY
$93.88 - $127.28 $268,309 - $363,766
2,858 Added 9.93%
31,641 $3.53 Million
Q1 2020

Apr 29, 2020

BUY
$85.76 - $148.2 $365,852 - $632,221
4,266 Added 17.4%
28,783 $2.78 Million
Q4 2019

Feb 27, 2020

BUY
$128.15 - $151.64 $2.69 Million - $3.18 Million
20,971 Added 591.4%
24,517 $3.55 Million
Q4 2019

Jan 27, 2020

SELL
$128.15 - $151.64 $2.7 Million - $3.19 Million
-21,038 Reduced 85.58%
3,546 $3.55 Million
Q3 2019

Oct 28, 2019

SELL
$129.96 - $146.39 $515,161 - $580,289
-3,964 Reduced 13.89%
24,584 $3.2 Million
Q2 2019

Aug 02, 2019

BUY
$111.96 - $142.02 $192,683 - $244,416
1,721 Added 6.42%
28,548 $3.99 Million
Q1 2019

May 15, 2019

BUY
$106.33 - $115.25 $2.85 Million - $3.09 Million
26,827 New
26,827 $2.98 Million
Q4 2018

Feb 08, 2019

SELL
$100.35 - $118.9 $1.93 Million - $2.29 Million
-19,273 Closed
0 $0
Q3 2018

Oct 29, 2018

SELL
$104.04 - $116.94 $92,491 - $103,959
-889 Reduced 4.41%
19,273 $2.23 Million
Q2 2018

Aug 10, 2018

BUY
$98.66 - $108.85 $98,166 - $108,305
995 Added 5.19%
20,162 $2.1 Million
Q1 2018

May 15, 2018

BUY
$98.54 - $112.47 $91,543 - $104,484
929 Added 5.09%
19,167 $1.93 Million
Q4 2017

Feb 12, 2018

SELL
$96.93 - $111.81 $203,262 - $234,465
-2,097 Reduced 10.31%
18,238 $1.96 Million
Q3 2017

Nov 14, 2017

BUY
$97.06 - $110.61 $137,728 - $156,955
1,419 Added 7.5%
20,335 $2 Million
Q2 2017

Aug 14, 2017

BUY
N/A
18,916
18,916 $2.02 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 $184B
  • 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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