A detailed history of Schrum Private Wealth Management LLC transactions in Walt Disney CO stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 7,390 shares of DIS stock, worth $745,355. This represents 0.37% of its overall portfolio holdings.

Number of Shares
7,390
Previous 4,820 53.32%
Holding current value
$745,355
Previous $478,000 48.54%
% of portfolio
0.37%
Previous 0.43%

Shares

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

Nov 05, 2024

BUY
$85.6 - $98.61 $219,991 - $253,427
2,570 Added 53.32%
7,390 $710,000
Q1 2024

May 02, 2024

BUY
$89.29 - $122.36 $29,197 - $40,011
327 Added 7.28%
4,820 $589,000
Q4 2023

Jan 25, 2024

SELL
$79.32 - $96.06 $29,982 - $36,310
-378 Reduced 7.76%
4,493 $405,000
Q2 2023

Jul 24, 2023

BUY
$87.82 - $102.97 $878 - $1,029
10 Added 0.21%
4,871 $434,000
Q1 2023

Apr 19, 2023

SELL
$88.99 - $113.21 $18,242 - $23,208
-205 Reduced 4.05%
4,861 $486,000
Q4 2022

Jan 19, 2023

SELL
$84.16 - $106.54 $18,683 - $23,651
-222 Reduced 4.2%
5,066 $0
Q3 2022

Oct 26, 2022

SELL
$91.84 - $124.96 $144,831 - $197,061
-1,577 Reduced 22.97%
5,288 $499,000
Q4 2021

Mar 11, 2022

BUY
$142.15 - $177.71 $975,859 - $1.22 Million
6,865 New
6,865 $1.06 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 $184B
  • 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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