A detailed history of Lake Point Wealth Management transactions in Walt Disney CO stock. As of the latest transaction made, Lake Point Wealth Management holds 94 shares of DIS stock, worth $9,006. This represents 0.01% of its overall portfolio holdings.

Number of Shares
94
Previous 94 -0.0%
Holding current value
$9,006
Previous $13,000 30.77%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Oct 21, 2021

SELL
$169.17 - $185.91 $1,691 - $1,859
-10 Reduced 9.62%
94 $16,000
Q2 2021

Aug 04, 2021

BUY
$169.27 - $189.73 $4,908 - $5,502
29 Added 38.67%
104 $18,000
Q1 2020

May 18, 2020

SELL
$85.76 - $148.2 $12,349 - $21,340
-144 Reduced 65.75%
75 $7,000
Q4 2019

Feb 13, 2020

SELL
$128.15 - $151.64 $73,429 - $86,889
-573 Reduced 72.35%
219 $32,000
Q1 2019

Aug 07, 2019

SELL
$106.33 - $115.25 $47,848 - $51,862
-450 Reduced 36.23%
792 $111,000
Q4 2018

Feb 21, 2019

BUY
$100.35 - $118.9 $124,634 - $147,673
1,242 New
1,242 $136,000

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 $175B
  • 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 Lake Point Wealth Management Portfolio

Follow Lake Point Wealth Management 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 Lake Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lake Point Wealth Management with notifications on news.