A detailed history of Naviter Wealth, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Naviter Wealth, LLC holds 17,737 shares of DIS stock, worth $1.66 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
17,737
Previous 16,278 8.96%
Holding current value
$1.66 Million
Previous $1.99 Million 11.55%
% of portfolio
0.27%
Previous 0.33%

Shares

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

Aug 01, 2024

BUY
$99.29 - $122.82 $144,864 - $179,194
1,459 Added 8.96%
17,737 $1.76 Million
Q1 2024

Apr 18, 2024

BUY
$89.29 - $122.36 $133,399 - $182,805
1,494 Added 10.11%
16,278 $1.99 Million
Q4 2023

Feb 05, 2024

BUY
$79.32 - $96.06 $236,532 - $286,450
2,982 Added 25.27%
14,784 $1.33 Million
Q3 2023

Nov 14, 2023

BUY
$79.9 - $91.76 $38,831 - $44,595
486 Added 4.29%
11,802 $956,000
Q2 2023

Jul 20, 2023

BUY
$87.82 - $102.97 $161,237 - $189,052
1,836 Added 19.37%
11,316 $1.01 Million
Q1 2023

Apr 12, 2023

SELL
$88.99 - $113.21 $75,997 - $96,681
-854 Reduced 8.26%
9,480 $949,000
Q4 2022

Jan 31, 2023

BUY
$84.16 - $106.54 $40,817 - $51,671
485 Added 4.92%
10,334 $897,000
Q3 2022

Oct 27, 2022

BUY
$91.84 - $124.96 $78,982 - $107,465
860 Added 9.57%
9,849 $929,000
Q2 2022

Jul 18, 2022

SELL
$93.29 - $138.58 $1.4 Million - $2.09 Million
-15,050 Reduced 62.61%
8,989 $849,000
Q1 2022

Apr 21, 2022

BUY
$129.03 - $157.89 $525,023 - $642,454
4,069 Added 20.38%
24,039 $3.3 Million
Q4 2021

Feb 03, 2022

BUY
$142.15 - $177.71 $2.84 Million - $3.55 Million
19,970 New
19,970 $3.09 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 $170B
  • 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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