A detailed history of Smallwood Wealth Investment Management, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 5,256 shares of DIS stock, worth $602,968. This represents 0.37% of its overall portfolio holdings.

Number of Shares
5,256
Previous 5,522 4.82%
Holding current value
$602,968
Previous $548,000 7.85%
% of portfolio
0.37%
Previous 0.43%

Shares

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

Oct 16, 2024

SELL
$85.6 - $98.61 $22,769 - $26,230
-266 Reduced 4.82%
5,256 $505,000
Q4 2023

Jan 23, 2024

SELL
$79.32 - $96.06 $4,283 - $5,187
-54 Reduced 0.97%
5,522 $498,000
Q3 2023

Oct 31, 2023

SELL
$79.9 - $91.76 $15,980 - $18,352
-200 Reduced 3.46%
5,576 $451,000
Q2 2023

Jul 17, 2023

SELL
$87.82 - $102.97 $1,053 - $1,235
-12 Reduced 0.21%
5,776 $515,000
Q1 2023

Apr 25, 2023

SELL
$88.99 - $113.21 $49,389 - $62,831
-555 Reduced 8.75%
5,788 $579,000
Q4 2022

Feb 14, 2023

SELL
$84.16 - $106.54 $1,935 - $2,450
-23 Reduced 0.36%
6,343 $551,000
Q3 2022

Nov 14, 2022

SELL
$91.84 - $124.96 $918 - $1,249
-10 Reduced 0.16%
6,366 $601,000
Q2 2022

Aug 08, 2022

BUY
$93.29 - $138.58 $52,708 - $78,297
565 Added 9.72%
6,376 $602,000
Q1 2022

Apr 21, 2022

BUY
$129.03 - $157.89 $289,027 - $353,673
2,240 Added 62.73%
5,811 $797,000
Q4 2021

Apr 05, 2022

BUY
$142.15 - $177.71 $507,617 - $634,602
3,571 New
3,571 $553,000

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 $209B
  • 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 Smallwood Wealth Investment Management, LLC Portfolio

Follow Smallwood Wealth Investment Management, 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 Smallwood Wealth Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smallwood Wealth Investment Management, LLC with notifications on news.