A detailed history of Sky Oak Wealth, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 5,527 shares of DIS stock, worth $541,590. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,527
Previous 5,521 0.11%
Holding current value
$541,590
Previous $498,000 35.74%
% of portfolio
0.16%
Previous 0.13%

Shares

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

Apr 29, 2024

BUY
$89.29 - $122.36 $535 - $734
6 Added 0.11%
5,527 $676,000
Q4 2023

Jan 12, 2024

SELL
$79.32 - $96.06 $4,124 - $4,995
-52 Reduced 0.93%
5,521 $498,000
Q3 2023

Oct 24, 2023

SELL
$79.9 - $91.76 $65,518 - $75,243
-820 Reduced 12.83%
5,573 $451,000
Q2 2023

Jul 20, 2023

SELL
$87.82 - $102.97 $71,134 - $83,405
-810 Reduced 11.25%
6,393 $570,000
Q1 2023

May 02, 2023

BUY
$88.99 - $113.21 $24,828 - $31,585
279 Added 4.03%
7,203 $721,000
Q4 2022

Jan 26, 2023

BUY
$84.16 - $106.54 $43,847 - $55,507
521 Added 8.14%
6,924 $0
Q3 2022

Oct 25, 2022

BUY
$91.84 - $124.96 $29,664 - $40,362
323 Added 5.31%
6,403 $604,000
Q2 2022

Jul 26, 2022

BUY
$93.29 - $138.58 $93,290 - $138,580
1,000 Added 19.69%
6,080 $574,000
Q1 2022

Apr 18, 2022

BUY
$129.03 - $157.89 $49,934 - $61,103
387 Added 8.25%
5,080 $697,000
Q4 2021

Jan 24, 2022

BUY
$142.15 - $177.71 $73,918 - $92,409
520 Added 12.46%
4,693 $727,000
Q3 2021

Oct 21, 2021

SELL
$169.17 - $185.91 $1,691 - $1,859
-10 Reduced 0.24%
4,173 $706,000
Q4 2020

Feb 02, 2021

SELL
$118.47 - $181.18 $82,929 - $126,826
-700 Reduced 14.34%
4,183 $758,000
Q3 2020

Nov 03, 2020

BUY
$112.18 - $135.54 $27,147 - $32,800
242 Added 5.21%
4,883 $606,000
Q2 2020

Aug 10, 2020

BUY
$93.88 - $127.28 $22,061 - $29,910
235 Added 5.33%
4,641 $518,000
Q1 2020

May 04, 2020

SELL
$85.76 - $148.2 $80,871 - $139,752
-943 Reduced 17.63%
4,406 $426,000
Q4 2019

Feb 04, 2020

BUY
$128.15 - $151.64 $685,474 - $811,122
5,349 New
5,349 $774,000

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 $179B
  • 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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