A detailed history of Sage Private Wealth Group, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 2,922 shares of DIS stock, worth $323,932. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,922
Previous 3,774 22.58%
Holding current value
$323,932
Previous $362,000 10.22%
% of portfolio
0.24%
Previous 0.29%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025

SELL
$92.39 - $117.6 $78,716 - $100,195
-852 Reduced 22.58%
2,922 $325,000
Q3 2024

Jan 29, 2025

BUY
$85.6 - $98.61 $23,454 - $27,019
274 Added 7.83%
3,774 $362,000
Q2 2024

Jan 29, 2025

SELL
$99.29 - $122.82 $10,624 - $13,141
-107 Reduced 2.97%
3,500 $347,000
Q1 2024

Jan 29, 2025

BUY
$89.29 - $122.36 $39,734 - $54,450
445 Added 14.07%
3,607 $441,000
Q3 2023

Jan 29, 2025

BUY
$79.9 - $91.76 $9,907 - $11,378
124 Added 4.08%
3,162 $256,000
Q2 2023

Jan 29, 2025

SELL
$87.82 - $102.97 $6,323 - $7,413
-72 Reduced 2.32%
3,038 $271,000
Q1 2023

Jan 29, 2025

BUY
$88.99 - $113.21 $11,390 - $14,490
128 Added 4.29%
3,110 $311,000
Q4 2022

Jan 29, 2025

SELL
$84.16 - $106.54 $18,094 - $22,906
-215 Reduced 6.73%
2,982 $259,000
Q3 2022

Nov 08, 2022

BUY
$91.84 - $124.96 $1,561 - $2,124
17 Added 0.53%
3,197 $302,000
Q2 2022

Aug 01, 2022

SELL
$93.29 - $138.58 $12,127 - $18,015
-130 Reduced 3.93%
3,180 $300,000
Q1 2022

May 13, 2022

BUY
$129.03 - $157.89 $4,774 - $5,841
37 Added 1.13%
3,310 $454,000
Q4 2021

Jan 24, 2022

BUY
$142.15 - $177.71 $27,292 - $34,120
192 Added 6.23%
3,273 $507,000
Q3 2021

Nov 02, 2021

SELL
$169.17 - $185.91 $6,259 - $6,878
-37 Reduced 1.19%
3,081 $521,000
Q1 2021

May 18, 2021

SELL
$163.03 - $201.91 $124,880 - $154,663
-766 Reduced 19.72%
3,118 $575,000
Q4 2020

Mar 02, 2021

BUY
$118.47 - $181.18 $460,137 - $703,703
3,884 New
3,884 $704,000

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 $202B
  • 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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