Optimum Investment Advisors Walt Disney CO Transaction History

Optimum Investment Advisors

  • $220 Million
  • Q2 2024

A detailed history of Optimum Investment Advisors transactions in Walt Disney CO stock. As of the latest transaction made, Optimum Investment Advisors holds 9,323 shares of DIS stock, worth $871,514. This represents 0.42% of its overall portfolio holdings.

Number of Shares
9,323
Previous 9,583 2.71%
Holding current value
$871,514
Previous $1.17 Million 21.08%
% of portfolio
0.42%
Previous 0.54%

Shares

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

Jul 12, 2024
SELL
$99.29 - $122.82 $25,815 - $31,933
-260 Reduced 2.71%
9,323 $925,000
Q4 2023

Jan 08, 2024
SELL
$79.32 - $96.06 $70,356 - $85,205
-887 Reduced 8.47%
9,583 $865,000
Q3 2023

Oct 13, 2023
SELL
$79.9 - $91.76 $43,066 - $49,458
-539 Reduced 4.9%
10,470 $848,000
Q2 2023

Aug 03, 2023
SELL
$87.82 - $102.97 $131,730 - $154,455
-1,500 Reduced 11.99%
11,009 $982,000
Q1 2023

May 03, 2023
BUY
$88.99 - $113.21 $11,123 - $14,151
125 Added 1.01%
12,509 $1.25 Million
Q4 2022

Jan 05, 2023
SELL
$84.16 - $106.54 $78,689 - $99,614
-935 Reduced 7.02%
12,384 $0
Q3 2022

Oct 24, 2022
SELL
$91.84 - $124.96 $59,696 - $81,224
-650 Reduced 4.65%
13,319 $1.26 Million
Q2 2022

Jul 12, 2022
SELL
$93.29 - $138.58 $29,386 - $43,652
-315 Reduced 2.21%
13,969 $1.32 Million
Q1 2022

Apr 08, 2022
SELL
$129.03 - $157.89 $147,352 - $180,310
-1,142 Reduced 7.4%
14,284 $1.96 Million
Q4 2021

Mar 17, 2022
BUY
$142.15 - $177.71 $126,513 - $158,161
890 Added 6.12%
15,426 $2.39 Million
Q3 2021

Oct 22, 2021
SELL
$169.17 - $185.91 $187,271 - $205,802
-1,107 Reduced 7.08%
14,536 $2.46 Million
Q2 2021

Aug 02, 2021
SELL
$169.27 - $189.73 $33,854 - $37,946
-200 Reduced 1.26%
15,643 $2.75 Million
Q1 2021

Apr 15, 2021
BUY
$163.03 - $201.91 $141,020 - $174,652
865 Added 5.78%
15,843 $2.92 Million
Q4 2020

Jan 21, 2021
BUY
$118.47 - $181.18 $7,108 - $10,870
60 Added 0.4%
14,978 $2.71 Million
Q3 2020

Oct 06, 2020
SELL
$112.18 - $135.54 $249,600 - $301,576
-2,225 Reduced 12.98%
14,918 $1.85 Million
Q2 2020

Jul 16, 2020
SELL
$93.88 - $127.28 $12,955 - $17,564
-138 Reduced 0.8%
17,143 $1.91 Million
Q1 2020

Apr 21, 2020
BUY
$85.76 - $148.2 $205,137 - $354,494
2,392 Added 16.07%
17,281 $1.67 Million
Q4 2019

Jan 22, 2020
BUY
$128.15 - $151.64 $10,123 - $11,979
79 Added 0.53%
14,889 $2.15 Million
Q3 2019

Oct 17, 2019
BUY
$129.96 - $146.39 $186,492 - $210,069
1,435 Added 10.73%
14,810 $1.93 Million
Q2 2019

Jul 29, 2019
BUY
$111.96 - $142.02 $191,115 - $242,428
1,707 Added 14.63%
13,375 $1.87 Million
Q1 2019

May 03, 2019
BUY
$106.33 - $115.25 $9,995 - $10,833
94 Added 0.81%
11,668 $1.3 Million
Q4 2018

Feb 04, 2019
SELL
$100.35 - $118.9 $42,347 - $50,175
-422 Reduced 3.52%
11,574 $1.27 Million
Q3 2018

Oct 05, 2018
BUY
$104.04 - $116.94 $24,969 - $28,065
240 Added 2.04%
11,996 $1.4 Million
Q2 2018

Oct 05, 2018
BUY
$98.66 - $108.85 $41,437 - $45,717
420 Added 3.71%
11,756 $1.23 Million
Q1 2018

May 09, 2018
BUY
$98.54 - $112.47 $38,233 - $43,638
388 Added 3.54%
11,336 $1.14 Million
Q4 2017

Jan 16, 2018
SELL
$96.93 - $111.81 $109,337 - $126,121
-1,128 Reduced 9.34%
10,948 $1.18 Million
Q3 2017

Nov 21, 2017
SELL
$97.06 - $110.61 $4,270 - $4,866
-44 Reduced 0.36%
12,076 $1.19 Million
Q2 2017

Aug 14, 2017
BUY
N/A
12,120
12,120 $1.29 Million

Others Institutions Holding DIS

# of Institutions
3,343
Shares Held
1.21B
Call Options Held
24.1M
Put Options Held
31.7M
View Full List

About Walt Disney Co

DIS Quotes by TradingView
  • 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
Track This Portfolio

Track Optimum Investment Advisors Portfolio

Follow Optimum Investment Advisors 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 Optimum Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Optimum Investment Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email