A detailed history of Litman Gregory Wealth Management LLC transactions in Walt Disney CO stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 3,700 shares of DIS stock, worth $427,165. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,700
Previous 4,300 13.95%
Holding current value
$427,165
Previous $426,000 16.67%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 22, 2024

SELL
$85.6 - $98.61 $51,360 - $59,166
-600 Reduced 13.95%
3,700 $355,000
Q2 2024

Jul 30, 2024

SELL
$99.29 - $122.82 $49,645 - $61,410
-500 Reduced 10.42%
4,300 $426,000
Q4 2023

Jan 31, 2024

SELL
$79.32 - $96.06 $9,756 - $11,815
-123 Reduced 2.5%
4,800 $433,000
Q3 2023

Oct 23, 2023

BUY
$79.9 - $91.76 $393,347 - $451,734
4,923 New
4,923 $399,000
Q2 2021

Jul 27, 2021

SELL
$169.27 - $189.73 $16,419 - $18,403
-97 Closed
0 $0
Q4 2020

Feb 05, 2021

BUY
$118.47 - $181.18 $10,899 - $16,668
92 Added 1840.0%
97 $18,000
Q2 2020

Jul 31, 2020

BUY
$93.88 - $127.28 $469 - $636
5 New
5 $1,000
Q4 2019

Jan 30, 2020

SELL
$128.15 - $151.64 $1,537 - $1,819
-12 Closed
0 $0
Q3 2019

Nov 06, 2019

SELL
$129.96 - $146.39 $1,689 - $1,903
-13 Reduced 52.0%
12 $2,000
Q2 2019

Jul 31, 2019

BUY
$111.96 - $142.02 $2,799 - $3,550
25 New
25 $3,000
Q1 2019

Apr 30, 2019

SELL
$106.33 - $115.25 $24,455 - $26,507
-230 Closed
0 $0
Q4 2018

Feb 01, 2019

BUY
$100.35 - $118.9 $23,080 - $27,347
230 New
230 $25,000

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 $210B
  • 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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