A detailed history of Montz Harcus Wealth Management LLC transactions in Walt Disney CO stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 2,273 shares of DIS stock, worth $224,140. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,273
Previous 2,412 5.76%
Holding current value
$224,140
Previous $217,000 28.11%
% of portfolio
0.19%
Previous 0.17%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

SELL
$89.29 - $122.36 $12,411 - $17,008
-139 Reduced 5.76%
2,273 $278,000
Q4 2023

Jan 22, 2024

BUY
$79.32 - $96.06 $191,319 - $231,696
2,412 New
2,412 $217,000
Q2 2023

Jul 21, 2023

SELL
$87.82 - $102.97 $12,119 - $14,209
-138 Reduced 5.69%
2,289 $204,000
Q1 2023

Apr 25, 2023

SELL
$88.99 - $113.21 $8,899 - $11,321
-100 Reduced 3.96%
2,427 $243,000
Q3 2022

Nov 02, 2022

BUY
$91.84 - $124.96 $4,316 - $5,873
47 Added 1.9%
2,527 $238,000
Q2 2022

Jul 18, 2022

BUY
$93.29 - $138.58 $62,970 - $93,541
675 Added 37.4%
2,480 $234,000
Q1 2022

May 05, 2022

SELL
$129.03 - $157.89 $2,967 - $3,631
-23 Reduced 1.26%
1,805 $248,000
Q4 2021

Mar 24, 2022

BUY
$142.15 - $177.71 $259,850 - $324,853
1,828 New
1,828 $283,000

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 $180B
  • 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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