A detailed history of Personal Cfo Solutions, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 5,363 shares of DIS stock, worth $501,333. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,363
Previous 5,527 2.97%
Holding current value
$501,333
Previous $676,000 21.3%
% of portfolio
0.08%
Previous 0.11%

Shares

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

Aug 09, 2024

SELL
$99.29 - $122.82 $16,283 - $20,142
-164 Reduced 2.97%
5,363 $532,000
Q1 2024

May 13, 2024

BUY
$89.29 - $122.36 $37,501 - $51,391
420 Added 8.22%
5,527 $676,000
Q4 2023

Feb 13, 2024

SELL
$79.32 - $96.06 $52,430 - $63,495
-661 Reduced 11.46%
5,107 $461,000
Q3 2023

Nov 13, 2023

SELL
$79.9 - $91.76 $13,343 - $15,323
-167 Reduced 2.81%
5,768 $467,000
Q2 2023

Aug 10, 2023

BUY
$87.82 - $102.97 $111,970 - $131,286
1,275 Added 27.36%
5,935 $529,000
Q1 2023

May 09, 2023

BUY
$88.99 - $113.21 $20,467 - $26,038
230 Added 5.19%
4,660 $466,000
Q4 2022

Feb 14, 2023

BUY
$84.16 - $106.54 $76,585 - $96,951
910 Added 25.85%
4,430 $384,000
Q3 2022

Nov 01, 2022

SELL
$91.84 - $124.96 $30,399 - $41,361
-331 Reduced 8.6%
3,520 $332,000
Q2 2022

Aug 05, 2022

BUY
$93.29 - $138.58 $4,571 - $6,790
49 Added 1.29%
3,851 $364,000
Q1 2022

May 02, 2022

BUY
$129.03 - $157.89 $23,354 - $28,578
181 Added 5.0%
3,802 $522,000
Q4 2021

Feb 11, 2022

BUY
$142.15 - $177.71 $95,098 - $118,887
669 Added 22.66%
3,621 $561,000
Q3 2021

Nov 18, 2021

BUY
$169.17 - $185.91 $21,484 - $23,610
127 Added 4.5%
2,952 $499,000
Q2 2021

Jul 22, 2021

BUY
$169.27 - $189.73 $22,343 - $25,044
132 Added 4.9%
2,825 $497,000
Q1 2021

Apr 21, 2021

BUY
$163.03 - $201.91 $24,291 - $30,084
149 Added 5.86%
2,693 $497,000
Q4 2020

Feb 09, 2021

BUY
$118.47 - $181.18 $10,780 - $16,487
91 Added 3.71%
2,544 $460,000
Q3 2020

Nov 02, 2020

BUY
$112.18 - $135.54 $13,910 - $16,806
124 Added 5.32%
2,453 $0
Q2 2020

Aug 03, 2020

BUY
$93.88 - $127.28 $218,646 - $296,435
2,329 New
2,329 $260,000

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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