A detailed history of Opes Wealth Management LLC transactions in Walt Disney CO stock. As of the latest transaction made, Opes Wealth Management LLC holds 2,378 shares of DIS stock, worth $222,295. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,378
Previous 2,433 2.26%
Holding current value
$222,295
Previous $297,000 20.54%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Aug 05, 2024

SELL
$99.29 - $122.82 $5,460 - $6,755
-55 Reduced 2.26%
2,378 $236,000
Q1 2024

May 02, 2024

SELL
$89.29 - $122.36 $6,964 - $9,544
-78 Reduced 3.11%
2,433 $297,000
Q4 2023

Jan 31, 2024

SELL
$79.32 - $96.06 $18,719 - $22,670
-236 Reduced 8.59%
2,511 $226,000
Q3 2023

Nov 02, 2023

BUY
$79.9 - $91.76 $25,408 - $29,179
318 Added 13.09%
2,747 $222,000
Q2 2023

Aug 02, 2023

BUY
$87.82 - $102.97 $4,830 - $5,663
55 Added 2.32%
2,429 $216,000
Q1 2023

May 01, 2023

BUY
$88.99 - $113.21 $211,262 - $268,760
2,374 New
2,374 $237,000
Q2 2022

Aug 10, 2022

BUY
$93.29 - $138.58 $57,839 - $85,919
620 Added 39.07%
2,207 $208,000
Q1 2022

May 05, 2022

SELL
$129.03 - $157.89 $19,999 - $24,472
-155 Reduced 8.9%
1,587 $218,000
Q4 2021

Jan 31, 2022

BUY
$142.15 - $177.71 $2,416 - $3,021
17 Added 0.99%
1,742 $270,000
Q2 2021

Aug 03, 2021

SELL
$169.27 - $189.73 $19,466 - $21,818
-115 Reduced 6.25%
1,725 $303,000
Q1 2021

May 10, 2021

SELL
$163.03 - $201.91 $14,183 - $17,566
-87 Reduced 4.51%
1,840 $340,000
Q4 2020

Jan 29, 2021

BUY
$118.47 - $181.18 $15,638 - $23,915
132 Added 7.35%
1,927 $349,000
Q3 2020

Nov 09, 2020

SELL
$112.18 - $135.54 $22,436 - $27,108
-200 Reduced 10.03%
1,795 $223,000
Q2 2020

Aug 11, 2020

BUY
$93.88 - $127.28 $187,290 - $253,923
1,995 New
1,995 $222,000
Q1 2020

Apr 16, 2020

SELL
$85.76 - $148.2 $145,620 - $251,643
-1,698 Closed
0 $0
Q4 2019

Jan 30, 2020

SELL
$128.15 - $151.64 $2,947 - $3,487
-23 Reduced 1.34%
1,698 $246,000
Q3 2019

Nov 12, 2019

BUY
$129.96 - $146.39 $18,194 - $20,494
140 Added 8.86%
1,721 $224,000
Q2 2019

Jul 30, 2019

BUY
$111.96 - $142.02 $177,008 - $224,533
1,581 New
1,581 $221,000

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 $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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