A detailed history of Merriman Wealth Management, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 2,659 shares of DIS stock, worth $297,887. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,659
Previous 3,181 16.41%
Holding current value
$297,887
Previous $315,000 19.05%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$85.6 - $98.61 $44,683 - $51,474
-522 Reduced 16.41%
2,659 $255,000
Q2 2024

Aug 13, 2024

BUY
$99.29 - $122.82 $12,808 - $15,843
129 Added 4.23%
3,181 $315,000
Q1 2024

May 14, 2024

SELL
$89.29 - $122.36 $110,898 - $151,971
-1,242 Reduced 28.92%
3,052 $373,000
Q4 2023

Feb 13, 2024

SELL
$79.32 - $96.06 $7,535 - $9,125
-95 Reduced 2.16%
4,294 $387,000
Q3 2023

Nov 13, 2023

BUY
$79.9 - $91.76 $97,877 - $112,406
1,225 Added 38.72%
4,389 $355,000
Q2 2023

Aug 14, 2023

BUY
$87.82 - $102.97 $52,428 - $61,473
597 Added 23.26%
3,164 $282,000
Q1 2023

May 04, 2023

SELL
$88.99 - $113.21 $1,690 - $2,150
-19 Reduced 0.73%
2,567 $257,000
Q4 2022

Feb 13, 2023

SELL
$84.16 - $106.54 $25,500 - $32,281
-303 Reduced 10.49%
2,586 $224,000
Q3 2022

Oct 26, 2022

SELL
$91.84 - $124.96 $114,157 - $155,325
-1,243 Reduced 30.08%
2,889 $273,000
Q2 2022

Jul 29, 2022

BUY
$93.29 - $138.58 $122,396 - $181,816
1,312 Added 46.52%
4,132 $390,000
Q1 2022

Apr 28, 2022

SELL
$129.03 - $157.89 $55,224 - $67,576
-428 Reduced 13.18%
2,820 $387,000
Q4 2021

Feb 01, 2022

SELL
$142.15 - $177.71 $2,843 - $3,554
-20 Reduced 0.61%
3,248 $503,000
Q4 2021

Feb 01, 2022

BUY
$142.15 - $177.71 $64,962 - $81,213
457 Added 16.26%
3,268 $574,000
Q3 2021

Nov 09, 2021

SELL
$169.17 - $185.91 $77,310 - $84,960
-457 Reduced 13.98%
2,811 $476,000
Q2 2021

Jul 28, 2021

BUY
$169.27 - $189.73 $23,020 - $25,803
136 Added 4.34%
3,268 $574,000
Q1 2021

May 10, 2021

SELL
$163.03 - $201.91 $73,037 - $90,455
-448 Reduced 12.51%
3,132 $578,000
Q4 2020

Feb 10, 2021

BUY
$118.47 - $181.18 $62,670 - $95,844
529 Added 17.34%
3,580 $649,000
Q3 2020

Oct 26, 2020

BUY
$112.18 - $135.54 $17,948 - $21,686
160 Added 5.53%
3,051 $379,000
Q2 2020

Jul 31, 2020

SELL
$93.88 - $127.28 $137,440 - $186,337
-1,464 Reduced 33.62%
2,891 $322,000
Q1 2020

Apr 22, 2020

BUY
$85.76 - $148.2 $11,749 - $20,303
137 Added 3.25%
4,355 $421,000
Q4 2019

Jan 23, 2020

SELL
$128.15 - $151.64 $10,636 - $12,586
-83 Reduced 1.93%
4,218 $610,000
Q3 2019

Oct 18, 2019

SELL
$129.96 - $146.39 $3,508 - $3,952
-27 Reduced 0.62%
4,301 $561,000
Q2 2019

Jul 31, 2019

BUY
$111.96 - $142.02 $3,470 - $4,402
31 Added 0.72%
4,328 $6.13 Million
Q1 2019

Apr 23, 2019

SELL
$106.33 - $115.25 $87,509 - $94,850
-823 Reduced 16.07%
4,297 $477,000
Q4 2018

Jan 28, 2019

BUY
$100.35 - $118.9 $8,228 - $9,749
82 Added 1.63%
5,120 $561,000
Q3 2018

Nov 06, 2018

SELL
$104.04 - $116.94 $62,111 - $69,813
-597 Reduced 10.59%
5,038 $589,000
Q2 2018

Aug 10, 2018

BUY
$98.66 - $108.85 $36,208 - $39,947
367 Added 6.97%
5,635 $591,000
Q1 2018

Apr 10, 2018

SELL
$98.54 - $112.47 $39,120 - $44,650
-397 Reduced 7.01%
5,268 $529,000
Q4 2017

Feb 05, 2018

BUY
$96.93 - $111.81 $178,545 - $205,954
1,842 Added 48.18%
5,665 $609,000
Q3 2017

Oct 19, 2017

BUY
$97.06 - $110.61 $371,060 - $422,862
3,823
3,823 $377,000

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 $204B
  • 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 Merriman Wealth Management, LLC Portfolio

Follow Merriman Wealth Management, LLC 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 Merriman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merriman Wealth Management, LLC with notifications on news.