A detailed history of Ivc Wealth Advisors LLC transactions in Walt Disney CO stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 3,570 shares of DIS stock, worth $349,824. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,570
Previous 3,925 9.04%
Holding current value
$349,824
Previous $354,000 23.16%
% of portfolio
0.25%
Previous 0.22%

Shares

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

Apr 19, 2024

SELL
$89.29 - $122.36 $31,697 - $43,437
-355 Reduced 9.04%
3,570 $436,000
Q4 2023

Jan 10, 2024

SELL
$79.32 - $96.06 $316,566 - $383,375
-3,991 Reduced 50.42%
3,925 $354,000
Q3 2023

Oct 05, 2023

SELL
$79.9 - $91.76 $39,630 - $45,512
-496 Reduced 5.9%
7,916 $641,000
Q2 2023

Jul 13, 2023

SELL
$87.82 - $102.97 $28,365 - $33,259
-323 Reduced 3.7%
8,412 $751,000
Q1 2023

Apr 13, 2023

SELL
$88.99 - $113.21 $6,941 - $8,830
-78 Reduced 0.89%
8,735 $874,000
Q4 2022

Jan 17, 2023

SELL
$84.16 - $106.54 $22,639 - $28,659
-269 Reduced 2.96%
8,813 $0
Q3 2022

Oct 12, 2022

SELL
$91.84 - $124.96 $28,837 - $39,237
-314 Reduced 3.34%
9,082 $857,000
Q2 2022

Jul 11, 2022

SELL
$93.29 - $138.58 $96,555 - $143,430
-1,035 Reduced 9.92%
9,396 $887,000
Q1 2022

Apr 27, 2022

BUY
$129.03 - $157.89 $40,386 - $49,419
313 Added 3.09%
10,431 $1.43 Million
Q4 2021

Jan 13, 2022

SELL
$142.15 - $177.71 $37,954 - $47,448
-267 Reduced 2.57%
10,118 $1.57 Million
Q3 2021

Oct 08, 2021

BUY
$169.17 - $185.91 $53,457 - $58,747
316 Added 3.14%
10,385 $1.76 Million
Q2 2021

Jul 13, 2021

SELL
$169.27 - $189.73 $38,255 - $42,878
-226 Reduced 2.2%
10,069 $1.77 Million
Q1 2021

Apr 20, 2021

SELL
$163.03 - $201.91 $25,432 - $31,497
-156 Reduced 1.49%
10,295 $1.9 Million
Q4 2020

Feb 01, 2021

BUY
$118.47 - $181.18 $1.24 Million - $1.89 Million
10,451 New
10,451 $1.89 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
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