A detailed history of Ridgecrest Wealth Partners, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 7,792 shares of DIS stock, worth $755,590. This represents 0.57% of its overall portfolio holdings.

Number of Shares
7,792
Previous 7,919 1.6%
Holding current value
$755,590
Previous $715,000 33.29%
% of portfolio
0.57%
Previous 0.47%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

SELL
$89.29 - $122.36 $11,339 - $15,539
-127 Reduced 1.6%
7,792 $953,000
Q4 2023

Jan 09, 2024

BUY
$79.32 - $96.06 $317 - $384
4 Added 0.05%
7,919 $715,000
Q3 2023

Oct 25, 2023

BUY
$79.9 - $91.76 $8,069 - $9,267
101 Added 1.29%
7,915 $641,000
Q2 2023

Jul 31, 2023

BUY
$87.82 - $102.97 $2,458 - $2,883
28 Added 0.36%
7,814 $697,000
Q1 2023

Apr 24, 2023

SELL
$88.99 - $113.21 $16,463 - $20,943
-185 Reduced 2.32%
7,786 $779,000
Q4 2022

Jan 26, 2023

SELL
$84.16 - $106.54 $18,599 - $23,545
-221 Reduced 2.7%
7,971 $0
Q3 2022

Oct 20, 2022

BUY
$91.84 - $124.96 $50,971 - $69,352
555 Added 7.27%
8,192 $773,000
Q2 2022

Jul 29, 2022

BUY
$93.29 - $138.58 $12,874 - $19,124
138 Added 1.84%
7,637 $721,000
Q1 2022

Apr 26, 2022

BUY
$129.03 - $157.89 $157,029 - $192,152
1,217 Added 19.37%
7,499 $1.03 Million
Q4 2021

Jan 19, 2022

BUY
$142.15 - $177.71 $78,324 - $97,918
551 Added 9.61%
6,282 $973,000
Q3 2021

Nov 03, 2021

BUY
$169.17 - $185.91 $32,818 - $36,066
194 Added 3.5%
5,731 $969,000
Q2 2021

Jul 21, 2021

SELL
$169.27 - $189.73 $29,791 - $33,392
-176 Reduced 3.08%
5,537 $973,000
Q1 2021

May 19, 2021

BUY
$163.03 - $201.91 $931,390 - $1.15 Million
5,713 New
5,713 $1.05 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 $177B
  • 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 Ridgecrest Wealth Partners, LLC Portfolio

Follow Ridgecrest Wealth Partners, LLC 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 Ridgecrest Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ridgecrest Wealth Partners, LLC with notifications on news.