A detailed history of Monograph Wealth Advisors, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 11,198 shares of DIS stock, worth $1.07 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
11,198
Previous 8,674 29.1%
Holding current value
$1.07 Million
Previous $1.06 Million 4.71%
% of portfolio
0.17%
Previous 0.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$99.29 - $122.82 $250,607 - $309,997
2,524 Added 29.1%
11,198 $1.11 Million
Q1 2024

May 14, 2024

BUY
$89.29 - $122.36 $380,107 - $520,886
4,257 Added 96.38%
8,674 $1.06 Million
Q4 2023

Feb 14, 2024

BUY
$79.32 - $96.06 $19,354 - $23,438
244 Added 5.85%
4,417 $398,000
Q3 2023

Nov 15, 2023

SELL
$79.9 - $91.76 $479 - $550
-6 Reduced 0.14%
4,173 $338,000
Q1 2023

May 09, 2023

SELL
$88.99 - $113.21 $172,996 - $220,080
-1,944 Reduced 31.75%
4,179 $418,000
Q4 2022

Feb 14, 2023

BUY
$84.16 - $106.54 $163,607 - $207,113
1,944 Added 46.52%
6,123 $531,000
Q3 2022

Nov 15, 2022

BUY
$91.84 - $124.96 $367 - $499
4 Added 0.1%
4,179 $394,000
Q2 2022

Aug 10, 2022

SELL
$93.29 - $138.58 $239,662 - $356,012
-2,569 Reduced 38.09%
4,175 $394,000
Q1 2022

May 13, 2022

BUY
$129.03 - $157.89 $159,868 - $195,625
1,239 Added 22.51%
6,744 $925,000
Q4 2021

Feb 10, 2022

BUY
$142.15 - $177.71 $782,535 - $978,293
5,505 New
5,505 $853,000

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 $173B
  • 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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