A detailed history of Optimum Investment Advisors transactions in Walt Disney CO stock. As of the latest transaction made, Optimum Investment Advisors holds 8,823 shares of DIS stock, worth $988,440. This represents 0.37% of its overall portfolio holdings.

Number of Shares
8,823
Previous 9,323 5.36%
Holding current value
$988,440
Previous $925,000 8.32%
% of portfolio
0.37%
Previous 0.42%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$85.6 - $98.61 $42,800 - $49,305
-500 Reduced 5.36%
8,823 $848,000
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

About Walt Disney Co


  • Ticker DIS
  • Exchange NYSE
  • Sector Communication Services
  • Industry Entertainment
  • Shares Outstandng 1,823,059,968
  • Market Cap $204B
  • 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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