A detailed history of Sax Wealth Advisors, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 8,316 shares of DIS stock, worth $778,460. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,316
Previous 8,289 0.33%
Holding current value
$778,460
Previous $1.01 Million 18.64%
% of portfolio
0.08%
Previous 0.12%

Shares

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

Jul 12, 2024

BUY
$99.29 - $122.82 $2,680 - $3,316
27 Added 0.33%
8,316 $825,000
Q1 2024

May 13, 2024

BUY
$89.29 - $122.36 $30,269 - $41,480
339 Added 4.26%
8,289 $1.01 Million
Q4 2023

Feb 14, 2024

BUY
$79.32 - $96.06 $241,529 - $292,502
3,045 Added 62.08%
7,950 $717,000
Q3 2023

Nov 07, 2023

SELL
$79.9 - $91.76 $1,757 - $2,018
-22 Reduced 0.45%
4,905 $397,000
Q2 2023

Aug 10, 2023

SELL
$87.82 - $102.97 $1,053 - $1,235
-12 Reduced 0.24%
4,927 $439,000
Q1 2023

May 05, 2023

BUY
$88.99 - $113.21 $3,559 - $4,528
40 Added 0.82%
4,939 $494,000
Q4 2022

Feb 06, 2023

BUY
$84.16 - $106.54 $4,208 - $5,327
50 Added 1.03%
4,899 $425,000
Q3 2022

Nov 08, 2022

SELL
$91.84 - $124.96 $618,726 - $841,855
-6,737 Reduced 58.15%
4,849 $457,000
Q2 2022

Aug 11, 2022

BUY
$93.29 - $138.58 $5,970 - $8,869
64 Added 0.56%
11,586 $1.09 Million
Q1 2022

Aug 11, 2022

SELL
$129.03 - $157.89 $387,090 - $473,669
-3,000 Reduced 20.66%
11,522 $1.58 Million
Q1 2022

Apr 20, 2022

SELL
$129.03 - $157.89 $33,289 - $40,735
-258 Reduced 1.75%
14,522 $1.99 Million
Q4 2021

Feb 07, 2022

BUY
$142.15 - $177.71 $106,612 - $133,282
750 Added 5.35%
14,780 $2.29 Million
Q3 2021

Dec 10, 2021

BUY
$169.17 - $185.91 $60,393 - $66,369
357 Added 2.61%
14,030 $2.37 Million
Q2 2021

Aug 12, 2021

BUY
$169.27 - $189.73 $23,528 - $26,372
139 Added 1.03%
13,673 $2.4 Million
Q1 2021

May 14, 2021

BUY
$163.03 - $201.91 $25,269 - $31,296
155 Added 1.16%
13,534 $2.5 Million
Q4 2020

Feb 16, 2021

BUY
$118.47 - $181.18 $1.59 Million - $2.42 Million
13,379 New
13,379 $2.42 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 $171B
  • 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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