A detailed history of Safeguard Investment Advisory Group, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 5,047 shares of DIS stock, worth $583,685. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,047
Previous 5,090 0.84%
Holding current value
$583,685
Previous $505,000 3.96%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Nov 14, 2024

SELL
$85.6 - $98.61 $3,680 - $4,240
-43 Reduced 0.84%
5,047 $485,000
Q2 2024

Aug 09, 2024

BUY
$99.29 - $122.82 $14,198 - $17,563
143 Added 2.89%
5,090 $505,000
Q1 2024

May 13, 2024

SELL
$89.29 - $122.36 $10,268 - $14,071
-115 Reduced 2.27%
4,947 $605,000
Q4 2023

Jan 26, 2024

SELL
$79.32 - $96.06 $1,507 - $1,825
-19 Reduced 0.37%
5,062 $457,000
Q3 2023

Nov 14, 2023

BUY
$79.9 - $91.76 $11,425 - $13,121
143 Added 2.9%
5,081 $411,000
Q2 2023

Aug 01, 2023

BUY
$87.82 - $102.97 $23,799 - $27,904
271 Added 5.81%
4,938 $440,000
Q1 2023

May 04, 2023

BUY
$88.99 - $113.21 $41,558 - $52,869
467 Added 11.12%
4,667 $467,000
Q4 2022

Jan 26, 2023

BUY
$84.16 - $106.54 $336 - $426
4 Added 0.1%
4,200 $0
Q3 2022

Oct 25, 2022

BUY
$91.84 - $124.96 $19,470 - $26,491
212 Added 5.32%
4,196 $395,000
Q1 2022

May 04, 2022

BUY
$129.03 - $157.89 $32,128 - $39,314
249 Added 6.67%
3,984 $546,000
Q4 2021

Feb 03, 2022

SELL
$142.15 - $177.71 $142 - $177
-1 Reduced 0.03%
3,735 $578,000
Q3 2021

Oct 20, 2021

SELL
$169.17 - $185.91 $729,461 - $801,643
-4,312 Reduced 53.58%
3,736 $632,000
Q2 2021

Jul 23, 2021

BUY
$169.27 - $189.73 $953,497 - $1.07 Million
5,633 Added 233.25%
8,048 $1.41 Million
Q1 2021

May 10, 2021

SELL
$163.03 - $201.91 $5,706 - $7,066
-35 Reduced 1.43%
2,415 $445,000
Q4 2020

Feb 18, 2021

BUY
$118.47 - $181.18 $290,251 - $443,891
2,450 New
2,450 $444,000

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 $211B
  • 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 Safeguard Investment Advisory Group, LLC Portfolio

Follow Safeguard Investment Advisory Group, 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 Safeguard Investment Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safeguard Investment Advisory Group, LLC with notifications on news.