A detailed history of Sage View Advisory Group, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 30,395 shares of DIS stock, worth $3.01 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
30,395
Previous 28,172 7.89%
Holding current value
$3.01 Million
Previous $3.45 Billion 12.45%
% of portfolio
0.14%
Previous 0.17%

Shares

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

Aug 14, 2024

BUY
$99.29 - $122.82 $220,721 - $273,028
2,223 Added 7.89%
30,395 $3.02 Billion
Q1 2024

May 08, 2024

SELL
$89.29 - $122.36 $205,367 - $281,428
-2,300 Reduced 7.55%
28,172 $3.45 Billion
Q4 2023

Feb 09, 2024

SELL
$79.32 - $96.06 $260,010 - $314,884
-3,278 Reduced 9.71%
30,472 $2.95 Billion
Q3 2023

Nov 02, 2023

BUY
$79.9 - $91.76 $556,104 - $638,649
6,960 Added 25.98%
33,750 $2.74 Billion
Q2 2023

Aug 11, 2023

BUY
$87.82 - $102.97 $268,026 - $314,264
3,052 Added 12.86%
26,790 $2.39 Billion
Q1 2023

May 01, 2023

BUY
$88.99 - $113.21 $936,085 - $1.19 Million
10,519 Added 79.57%
23,738 $2.38 Billion
Q4 2022

Feb 14, 2023

BUY
$84.16 - $106.54 $1.11 Million - $1.41 Million
13,219 New
13,219 $1.15 Billion

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 $180B
  • 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 Sage View Advisory Group, LLC Portfolio

Follow Sage View 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 Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.