Marcum Wealth, LLC Walt Disney CO Transaction History

Marcum Wealth, LLC

  • $1.06 Billion
  • Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Marcum Wealth, LLC holds 9,643 shares of DIS stock, worth $923,895. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,643
Previous 10,565 8.73%
Holding current value
$923,895
Previous $1.05 Million 11.55%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Oct 08, 2024
SELL
$85.6 - $98.61 $78,923 - $90,918
-922 Reduced 8.73%
9,643 $927,000
Q2 2024

Jul 02, 2024
BUY
$99.29 - $122.82 $20,056 - $24,809
202 Added 1.95%
10,565 $1.05 Million
Q1 2024

Apr 10, 2024
BUY
$89.29 - $122.36 $106,165 - $145,486
1,189 Added 12.96%
10,363 $1.27 Million
Q4 2023

Jan 10, 2024
SELL
$79.32 - $96.06 $67,184 - $81,362
-847 Reduced 8.45%
9,174 $828,000
Q3 2023

Oct 10, 2023
SELL
$79.9 - $91.76 $9,907 - $11,378
-124 Reduced 1.22%
10,021 $812,000
Q2 2023

Jul 13, 2023
BUY
$87.82 - $102.97 $42,065 - $49,322
479 Added 4.96%
10,145 $905,000
Q1 2023

Apr 19, 2023
SELL
$88.99 - $113.21 $50,813 - $64,642
-571 Reduced 5.58%
9,666 $967,000
Q4 2022

Jan 12, 2023
SELL
$84.16 - $106.54 $97,036 - $122,840
-1,153 Reduced 10.12%
10,237 $0
Q3 2022

Oct 11, 2022
BUY
$91.84 - $124.96 $7,898 - $10,746
86 Added 0.76%
11,390 $1.07 Million
Q2 2022

Jul 14, 2022
BUY
$93.29 - $138.58 $26,867 - $39,911
288 Added 2.61%
11,304 $1.07 Million
Q1 2022

Apr 20, 2022
BUY
$129.03 - $157.89 $276,124 - $337,884
2,140 Added 24.11%
11,016 $1.51 Million
Q4 2021

Feb 01, 2022
SELL
$142.15 - $177.71 $16,205 - $20,258
-114 Reduced 1.27%
8,876 $1.38 Million
Q3 2021

Nov 08, 2021
BUY
$169.17 - $185.91 $85,092 - $93,512
503 Added 5.93%
8,990 $1.52 Million
Q2 2021

Aug 10, 2021
SELL
$169.27 - $189.73 $115,272 - $129,206
-681 Reduced 7.43%
8,487 $1.49 Million
Q1 2021

May 11, 2021
BUY
$163.03 - $201.91 $749,774 - $928,584
4,599 Added 100.66%
9,168 $1.69 Million
Q4 2020

Feb 09, 2021
BUY
$118.47 - $181.18 $104,845 - $160,344
885 Added 24.02%
4,569 $828,000
Q3 2020

Nov 09, 2020
SELL
$112.18 - $135.54 $61,923 - $74,818
-552 Reduced 13.03%
3,684 $457,000
Q2 2020

Aug 14, 2020
BUY
$93.88 - $127.28 $5,445 - $7,382
58 Added 1.39%
4,236 $472,000
Q1 2020

May 14, 2020
BUY
$85.76 - $148.2 $39,792 - $68,764
464 Added 12.49%
4,178 $404,000
Q4 2019

Feb 13, 2020
BUY
$128.15 - $151.64 $475,949 - $563,190
3,714 New
3,714 $537,000

Others Institutions Holding DIS

# of Institutions
3,302
Shares Held
1.21B
Call Options Held
24.2M
Put Options Held
31.6M
View Full List

About Walt Disney Co

DIS Quotes by TradingView
  • 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
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