A detailed history of Mount Yale Investment Advisors, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 43,733 shares of DIS stock, worth $4.09 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
43,733
Previous 47,066 7.08%
Holding current value
$4.09 Million
Previous $5.76 Million 24.59%
% of portfolio
0.35%
Previous 0.45%

Shares

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

Aug 13, 2024

SELL
$99.29 - $122.82 $330,933 - $409,359
-3,333 Reduced 7.08%
43,733 $4.34 Million
Q1 2024

May 15, 2024

BUY
$89.29 - $122.36 $1.19 Million - $1.63 Million
13,290 Added 39.35%
47,066 $5.76 Million
Q4 2023

Feb 12, 2024

BUY
$79.32 - $96.06 $139,365 - $168,777
1,757 Added 5.49%
33,776 $3.05 Million
Q3 2023

Oct 11, 2023

BUY
$79.9 - $91.76 $14,861 - $17,067
186 Added 0.58%
32,019 $2.6 Million
Q2 2023

Aug 14, 2023

SELL
$87.82 - $102.97 $436,728 - $512,069
-4,973 Reduced 13.51%
31,833 $2.84 Million
Q1 2023

May 11, 2023

BUY
$88.99 - $113.21 $718,683 - $914,283
8,076 Added 28.11%
36,806 $3.69 Million
Q4 2022

Feb 13, 2023

SELL
$84.16 - $106.54 $937,458 - $1.19 Million
-11,139 Reduced 27.94%
28,730 $2.5 Million
Q3 2022

Nov 07, 2022

BUY
$91.84 - $124.96 $36,184 - $49,234
394 Added 1.0%
39,869 $3.76 Million
Q2 2022

Aug 02, 2022

BUY
$93.29 - $138.58 $168,854 - $250,829
1,810 Added 4.81%
39,475 $3.73 Million
Q1 2022

May 03, 2022

BUY
$129.03 - $157.89 $446,185 - $545,983
3,458 Added 10.11%
37,665 $5.17 Million
Q4 2021

Feb 02, 2022

BUY
$142.15 - $177.71 $652,184 - $815,333
4,588 Added 15.49%
34,207 $5.3 Million
Q3 2021

Nov 02, 2021

BUY
$169.17 - $185.91 $2.39 Million - $2.63 Million
14,140 Added 91.35%
29,619 $5.01 Million
Q2 2021

Aug 04, 2021

SELL
$169.27 - $189.73 $32,838 - $36,807
-194 Reduced 1.24%
15,479 $2.72 Million
Q1 2021

May 04, 2021

SELL
$163.03 - $201.91 $485,666 - $601,489
-2,979 Reduced 15.97%
15,673 $2.89 Million
Q4 2020

Feb 12, 2021

SELL
$118.47 - $181.18 $619,124 - $946,846
-5,226 Reduced 21.89%
18,652 $3.38 Million
Q3 2020

Nov 16, 2020

SELL
$112.18 - $135.54 $549,457 - $663,874
-4,898 Reduced 17.02%
23,878 $2.96 Million
Q2 2020

Jul 09, 2020

SELL
$93.88 - $127.28 $161,379 - $218,794
-1,719 Reduced 5.64%
28,776 $3.21 Million
Q1 2020

May 04, 2020

BUY
$85.76 - $148.2 $173,149 - $299,215
2,019 Added 7.09%
30,495 $2.95 Million
Q4 2019

Feb 13, 2020

BUY
$128.15 - $151.64 $49,594 - $58,684
387 Added 1.38%
28,476 $3.94 Million
Q3 2019

Nov 14, 2019

BUY
$129.96 - $146.39 $28,851 - $32,498
222 Added 0.8%
28,089 $3.89 Million
Q2 2019

Aug 13, 2019

BUY
$111.96 - $142.02 $91,583 - $116,172
818 Added 3.02%
27,867 $3.76 Million
Q1 2019

May 15, 2019

SELL
$106.33 - $115.25 $4,572 - $4,955
-43 Reduced 0.16%
27,049 $3 Million
Q4 2018

Feb 14, 2019

BUY
$100.35 - $118.9 $486,296 - $576,189
4,846 Added 21.78%
27,092 $2.97 Million
Q3 2018

Nov 13, 2018

BUY
$104.04 - $116.94 $669,393 - $752,391
6,434 Added 40.69%
22,246 $2.6 Million
Q2 2018

Aug 22, 2018

BUY
$98.66 - $108.85 $650,860 - $718,083
6,597 Added 71.59%
15,812 $1.66 Million
Q1 2018

Jun 25, 2018

BUY
$98.54 - $112.47 $908,046 - $1.04 Million
9,215 New
9,215 $926,000

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 $171B
  • 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 Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, 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 Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.