Lorne Steinberg Wealth Management Inc. Walt Disney CO Transaction History

Lorne Steinberg Wealth Management Inc.

$359 Million
Q2 2025

A detailed history of Lorne Steinberg Wealth Management Inc. transactions in Walt Disney CO stock. As of the latest transaction made, Lorne Steinberg Wealth Management Inc. holds 71,845 shares of DIS stock, worth $8.08 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares

71,845

Previous 64,875 10.74%

Holding current value

$8.08 Million

Previous $6.4 Million 39.14%

% of portfolio

2.48%

Previous 1.99%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$81.72 - $124.01 $569,588 - $864,349	6,970 Added 10.74%	71,845 $8.91 Million
Q1 2025 Apr 17, 2025	BUY	$96.87 - $114.0 $6,780 - $7,980	70 Added 0.11%	64,875 $6.4 Million
Q4 2024 Jan 31, 2025	BUY	$92.39 - $117.6 $123,525 - $157,231	1,337 Added 2.11%	64,805 $7.22 Million
Q3 2024 Oct 24, 2024	SELL	$85.6 - $98.61 $58,207 - $67,054	-680 Reduced 1.06%	63,468 $6.1 Million
Q2 2024 Jul 18, 2024	BUY	$99.29 - $122.82 $44,184 - $54,654	445 Added 0.7%	64,148 $6.37 Million
Q1 2024 May 02, 2024	BUY	$89.29 - $122.36 $1,250 - $1,713	14 Added 0.02%	63,703 $7.79 Million
Q4 2023 Feb 01, 2024	SELL	$79.32 - $96.06 $68,611 - $83,091	-865 Reduced 1.34%	63,689 $5.75 Million
Q3 2023 Oct 31, 2023	SELL	$79.9 - $91.76 $47,540 - $54,597	-595 Reduced 0.91%	64,554 $5.23 Million
Q2 2023 Jul 14, 2023	SELL	$87.82 - $102.97 $30,736 - $36,039	-350 Reduced 0.53%	65,149 $5.82 Million
Q1 2023 Apr 26, 2023	BUY	$88.99 - $113.21 $689,227 - $876,811	7,745 Added 13.41%	65,499 $6.56 Million
Q4 2022 Feb 10, 2023	BUY	$84.16 - $106.54 $29,035 - $36,756	345 Added 0.6%	57,754 $5.02 Million
Q3 2022 Nov 09, 2022	BUY	$91.84 - $124.96 $1.4 Million - $1.9 Million	15,226 Added 36.1%	57,409 $5.42 Million
Q2 2022 Aug 10, 2022	BUY	$93.29 - $138.58 $129,766 - $192,764	1,391 Added 3.41%	42,183 $3.98 Million
Q1 2022 May 10, 2022	BUY	$129.03 - $157.89 $95,611 - $116,996	741 Added 1.85%	40,792 $5.6 Million
Q4 2021 Feb 14, 2022	BUY	$142.15 - $177.71 $954,537 - $1.19 Million	6,715 Added 20.14%	40,051 $6.2 Million
Q3 2021 Nov 09, 2021	BUY	$169.17 - $185.91 $109,960 - $120,841	650 Added 1.99%	33,336 $5.64 Million
Q2 2021 Jul 20, 2021	BUY	$169.27 - $189.73 $72,278 - $81,014	427 Added 1.32%	32,686 $5.75 Million
Q1 2021 May 03, 2021	BUY	$163.03 - $201.91 $11,412 - $14,133	70 Added 0.22%	32,259 $5.95 Million
Q4 2020 Mar 17, 2021	BUY	$118.47 - $181.18 $3.81 Million - $5.83 Million	32,189 New	32,189 $5.83 Million

Others Institutions Holding DIS

# of Institutions

3,624

Shares Held

1.29B

Call Options Held

24.7M

Put Options Held

30.5M

View Full List

About Walt Disney Co

Ticker DIS
Exchange NYSE
Sector Communication Services
Industry Entertainment
Shares Outstandng 1,823,059,968
Market Cap $205B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Lorne Steinberg Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lorne Steinberg Wealth Management Inc. with notifications on news.

Account

Lorne Steinberg Wealth Management Inc. Walt Disney CO Transaction History