A detailed history of Modern Wealth Management, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Modern Wealth Management, LLC holds 12,589 shares of DIS stock, worth $1.44 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,589
Previous 14,642 14.02%
Holding current value
$1.44 Million
Previous $1.45 Billion 16.71%
% of portfolio
0.07%
Previous 0.11%

Shares

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

Nov 05, 2024

SELL
$85.6 - $98.61 $175,736 - $202,446
-2,053 Reduced 14.02%
12,589 $1.21 Billion
Q2 2024

Aug 07, 2024

BUY
$99.29 - $122.82 $23,432 - $28,985
236 Added 1.64%
14,642 $1.45 Billion
Q1 2024

May 13, 2024

BUY
$89.29 - $122.36 $903,079 - $1.24 Million
10,114 Added 235.65%
14,406 $1.52 Billion
Q4 2023

Feb 14, 2024

BUY
$79.32 - $96.06 $340,441 - $412,289
4,292 New
4,292 $388 Million

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 $208B
  • 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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