A detailed history of Life Steps Financial, Inc. transactions in Walt Disney CO stock. As of the latest transaction made, Life Steps Financial, Inc. holds 4,399 shares of DIS stock, worth $451,865. This represents 0.33% of its overall portfolio holdings.

Number of Shares
4,399
Previous 4,773 7.84%
Holding current value
$451,865
Previous $473,000 10.57%
% of portfolio
0.33%
Previous 0.39%

Shares

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

Oct 16, 2024

SELL
$85.6 - $98.61 $32,014 - $36,880
-374 Reduced 7.84%
4,399 $423,000
Q2 2024

Jul 17, 2024

SELL
$99.29 - $122.82 $99 - $122
-1 Reduced 0.02%
4,773 $473,000
Q1 2024

Apr 26, 2024

BUY
$89.29 - $122.36 $9,643 - $13,214
108 Added 2.31%
4,774 $584,000
Q4 2023

Jan 18, 2024

BUY
$79.32 - $96.06 $24,271 - $29,394
306 Added 7.02%
4,666 $421,000
Q3 2023

Oct 25, 2023

SELL
$79.9 - $91.76 $21,493 - $24,683
-269 Reduced 5.81%
4,360 $353,000
Q1 2023

Apr 12, 2023

SELL
$88.99 - $113.21 $34,350 - $43,699
-386 Reduced 7.7%
4,629 $463,000
Q4 2022

Jan 18, 2023

SELL
$84.16 - $106.54 $5,722 - $7,244
-68 Reduced 1.34%
5,015 $0
Q3 2022

Oct 14, 2022

BUY
$91.84 - $124.96 $6,153 - $8,372
67 Added 1.34%
5,083 $480,000
Q2 2022

Jul 13, 2022

SELL
$93.29 - $138.58 $60,825 - $90,354
-652 Reduced 11.5%
5,016 $474,000
Q1 2022

Apr 12, 2022

SELL
$129.03 - $157.89 $215,222 - $263,360
-1,668 Reduced 22.74%
5,668 $777,000
Q4 2021

Jan 26, 2022

BUY
$142.15 - $177.71 $41,934 - $52,424
295 Added 4.19%
7,336 $1.14 Million
Q3 2021

Oct 06, 2021

SELL
$169.17 - $185.91 $1,522 - $1,673
-9 Reduced 0.13%
7,041 $1.19 Million
Q2 2021

Jul 09, 2021

BUY
$169.27 - $189.73 $122,212 - $136,985
722 Added 11.41%
7,050 $1.24 Million
Q1 2021

Apr 20, 2021

BUY
$163.03 - $201.91 $52,984 - $65,620
325 Added 5.41%
6,328 $1.17 Million
Q4 2020

Jan 25, 2021

BUY
$118.47 - $181.18 $26,418 - $40,403
223 Added 3.86%
6,003 $1.09 Million
Q3 2020

Oct 21, 2020

SELL
$112.18 - $135.54 $28,045 - $33,885
-250 Reduced 4.15%
5,780 $717,000
Q2 2020

Aug 05, 2020

BUY
$93.88 - $127.28 $23,470 - $31,820
250 Added 4.33%
6,030 $672,000
Q1 2020

May 21, 2020

BUY
$85.76 - $148.2 $12,864 - $22,230
150 Added 2.66%
5,780 $558,000
Q4 2019

Jan 30, 2020

BUY
$128.15 - $151.64 $721,484 - $853,733
5,630 New
5,630 $814,000

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 $187B
  • 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 Life Steps Financial, Inc. Portfolio

Follow Life Steps Financial, Inc. 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 Life Steps Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Life Steps Financial, Inc. with notifications on news.