A detailed history of Schechter Investment Advisors, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 15,383 shares of DIS stock, worth $1.47 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
15,383
Previous 13,858 11.0%
Holding current value
$1.47 Million
Previous $1.25 Million 50.44%
% of portfolio
0.18%
Previous 0.13%

Shares

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

May 06, 2024

BUY
$89.29 - $122.36 $136,167 - $186,599
1,525 Added 11.0%
15,383 $1.88 Million
Q4 2023

Jan 17, 2024

BUY
$79.32 - $96.06 $367,648 - $445,238
4,635 Added 50.25%
13,858 $1.25 Million
Q3 2023

Nov 06, 2023

SELL
$79.9 - $91.76 $115,375 - $132,501
-1,444 Reduced 13.54%
9,223 $747,000
Q2 2023

Jul 26, 2023

BUY
$87.82 - $102.97 $23,272 - $27,287
265 Added 2.55%
10,667 $952,000
Q1 2023

Apr 28, 2023

BUY
$88.99 - $113.21 $105,631 - $134,380
1,187 Added 12.88%
10,402 $1.04 Million
Q4 2022

Feb 13, 2023

SELL
$84.16 - $106.54 $853,298 - $1.08 Million
-10,139 Reduced 52.39%
9,215 $800,000
Q3 2022

Nov 04, 2022

BUY
$91.84 - $124.96 $490,884 - $667,911
5,345 Added 38.15%
19,354 $1.83 Million
Q2 2022

Nov 03, 2022

BUY
$93.29 - $138.58 $1.31 Million - $1.94 Million
14,009 New
14,009 $1.32 Million
Q1 2022

Nov 18, 2022

SELL
$129.03 - $157.89 $147,094 - $179,994
-1,140 Reduced 5.89%
18,214 $2.5 Million
Q4 2021

Dec 27, 2022

SELL
$142.15 - $177.71 $467,247 - $584,132
-3,287 Reduced 16.98%
16,067 $2.49 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 $175B
  • 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 Schechter Investment Advisors, LLC Portfolio

Follow Schechter Investment Advisors, 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 Schechter Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schechter Investment Advisors, LLC with notifications on news.