A detailed history of Oxford Financial Group LTD transactions in Walt Disney CO stock. As of the latest transaction made, Oxford Financial Group LTD holds 5,857 shares of DIS stock, worth $547,512. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,857
Previous 5,649 3.68%
Holding current value
$547,512
Previous $691,000 15.92%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Aug 13, 2024

BUY
$99.29 - $122.82 $20,652 - $25,546
208 Added 3.68%
5,857 $581,000
Q1 2024

May 13, 2024

SELL
$89.29 - $122.36 $113,934 - $156,131
-1,276 Reduced 18.43%
5,649 $691,000
Q4 2023

Feb 14, 2024

BUY
$79.32 - $96.06 $142,696 - $172,811
1,799 Added 35.1%
6,925 $625,000
Q3 2023

Nov 13, 2023

SELL
$79.9 - $91.76 $151,250 - $173,701
-1,893 Reduced 26.97%
5,126 $415,000
Q2 2023

Aug 10, 2023

BUY
$87.82 - $102.97 $105,120 - $123,255
1,197 Added 20.56%
7,019 $626,000
Q1 2023

May 12, 2023

SELL
$88.99 - $113.21 $63,449 - $80,718
-713 Reduced 10.91%
5,822 $582,000
Q4 2022

Feb 14, 2023

BUY
$84.16 - $106.54 $149,804 - $189,641
1,780 Added 37.43%
6,535 $567,000
Q3 2022

Nov 02, 2022

SELL
$91.84 - $124.96 $36,276 - $49,359
-395 Reduced 7.67%
4,755 $449,000
Q2 2022

Aug 11, 2022

BUY
$93.29 - $138.58 $373 - $554
4 Added 0.08%
5,150 $486,000
Q1 2022

May 13, 2022

SELL
$129.03 - $157.89 $45,031 - $55,103
-349 Reduced 6.35%
5,146 $706,000
Q4 2021

Feb 10, 2022

BUY
$142.15 - $177.71 $34,116 - $42,650
240 Added 4.57%
5,495 $851,000
Q3 2021

Nov 12, 2021

SELL
$169.17 - $185.91 $798,313 - $877,309
-4,719 Reduced 47.31%
5,255 $889,000
Q2 2021

Aug 03, 2021

BUY
$169.27 - $189.73 $97,330 - $109,094
575 Added 6.12%
9,974 $1.75 Million
Q1 2021

May 10, 2021

SELL
$163.03 - $201.91 $3,260 - $4,038
-20 Reduced 0.21%
9,399 $1.73 Million
Q4 2020

Feb 10, 2021

SELL
$118.47 - $181.18 $2,961 - $4,529
-25 Reduced 0.26%
9,419 $1.71 Million
Q3 2020

Nov 12, 2020

SELL
$112.18 - $135.54 $116,330 - $140,554
-1,037 Reduced 9.89%
9,444 $1.17 Million
Q2 2020

Aug 05, 2020

SELL
$93.88 - $127.28 $179,592 - $243,486
-1,913 Reduced 15.43%
10,481 $1.17 Million
Q1 2020

May 12, 2020

BUY
$85.76 - $148.2 $1.06 Million - $1.84 Million
12,394 New
12,394 $1.2 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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