A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Walt Disney CO stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 6,557 shares of DIS stock, worth $612,948. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,557
Previous 7,419 11.62%
Holding current value
$612,948
Previous $907,000 28.22%
% of portfolio
0.09%
Previous 0.13%

Shares

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

Aug 09, 2024

SELL
$99.29 - $122.82 $85,587 - $105,870
-862 Reduced 11.62%
6,557 $651,000
Q1 2024

May 09, 2024

BUY
$89.29 - $122.36 $6,875 - $9,421
77 Added 1.05%
7,419 $907,000
Q4 2023

Feb 07, 2024

BUY
$79.32 - $96.06 $129,450 - $156,769
1,632 Added 28.58%
7,342 $662,000
Q3 2023

Nov 07, 2023

SELL
$79.9 - $91.76 $130,237 - $149,568
-1,630 Reduced 22.21%
5,710 $462,000
Q2 2023

Aug 07, 2023

SELL
$87.82 - $102.97 $122,421 - $143,540
-1,394 Reduced 15.96%
7,340 $655,000
Q1 2023

May 03, 2023

BUY
$88.99 - $113.21 $60,602 - $77,096
681 Added 8.46%
8,734 $874,000
Q4 2022

Feb 13, 2023

SELL
$84.16 - $106.54 $425,428 - $538,559
-5,055 Reduced 38.56%
8,053 $699,000
Q3 2022

Nov 09, 2022

BUY
$91.84 - $124.96 $95,789 - $130,333
1,043 Added 8.64%
13,108 $1.24 Million
Q2 2022

Aug 03, 2022

SELL
$93.29 - $138.58 $24,348 - $36,169
-261 Reduced 2.12%
12,065 $1.14 Million
Q1 2022

Apr 20, 2022

BUY
$129.03 - $157.89 $113,804 - $139,258
882 Added 7.71%
12,326 $1.69 Million
Q4 2021

Jan 21, 2022

BUY
$142.15 - $177.71 $59,418 - $74,282
418 Added 3.79%
11,444 $1.77 Million
Q3 2021

Oct 29, 2021

BUY
$169.17 - $185.91 $81,201 - $89,236
480 Added 4.55%
11,026 $1.87 Million
Q2 2021

Aug 02, 2021

BUY
$169.27 - $189.73 $42,825 - $48,001
253 Added 2.46%
10,546 $1.85 Million
Q1 2021

Apr 29, 2021

BUY
$163.03 - $201.91 $59,342 - $73,495
364 Added 3.67%
10,293 $1.9 Million
Q4 2020

Feb 12, 2021

BUY
$118.47 - $181.18 $17,415 - $26,633
147 Added 1.5%
9,929 $1.8 Million
Q3 2020

Nov 03, 2020

SELL
$112.18 - $135.54 $49,022 - $59,230
-437 Reduced 4.28%
9,782 $1.21 Million
Q2 2020

Jul 27, 2020

BUY
$93.88 - $127.28 $346,698 - $470,045
3,693 Added 56.59%
10,219 $1.14 Million
Q1 2020

May 11, 2020

SELL
$85.76 - $148.2 $77,527 - $133,972
-904 Reduced 12.17%
6,526 $630,000
Q4 2019

Feb 07, 2020

BUY
$128.15 - $151.64 $19,094 - $22,594
149 Added 2.05%
7,430 $1.07 Million
Q3 2019

Oct 31, 2019

BUY
$129.96 - $146.39 $251,732 - $283,557
1,937 Added 36.25%
7,281 $948,000
Q2 2019

Aug 06, 2019

BUY
$111.96 - $142.02 $115,878 - $146,990
1,035 Added 24.02%
5,344 $746,000
Q1 2019

May 08, 2019

SELL
$106.33 - $115.25 $5,422 - $5,877
-51 Reduced 1.17%
4,309 $479,000
Q4 2018

Mar 01, 2019

BUY
$100.35 - $118.9 $7,526 - $8,917
75 Added 1.75%
4,360 $478,000
Q3 2018

Feb 28, 2019

BUY
$104.04 - $116.94 $3,225 - $3,625
31 Added 0.73%
4,285 $502,000
Q2 2018

Feb 28, 2019

SELL
$98.66 - $108.85 $32,459 - $35,811
-329 Reduced 7.18%
4,254 $445,000
Q1 2018

Feb 28, 2019

BUY
$98.54 - $112.47 $258,076 - $294,558
2,619 Added 133.35%
4,583 $460,000
Q4 2017

Feb 12, 2018

BUY
$96.93 - $111.81 $190,370 - $219,594
1,964
1,964 $211,000

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
Track This Portfolio

Track Pinnacle Wealth Planning Services, Inc. Portfolio

Follow Pinnacle Wealth Planning Services, Inc. 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 Pinnacle Wealth Planning Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Planning Services, Inc. with notifications on news.