A detailed history of Source Financial Advisors LLC transactions in Walt Disney CO stock. As of the latest transaction made, Source Financial Advisors LLC holds 7,780 shares of DIS stock, worth $871,593. This represents 0.22% of its overall portfolio holdings.

Number of Shares
7,780
Previous 8,139 4.41%
Holding current value
$871,593
Previous $808,000 7.43%
% of portfolio
0.22%
Previous 0.25%

Shares

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

Nov 01, 2024

SELL
$85.6 - $98.61 $30,730 - $35,400
-359 Reduced 4.41%
7,780 $748,000
Q2 2024

Jul 17, 2024

BUY
$99.29 - $122.82 $343,245 - $424,588
3,457 Added 73.84%
8,139 $808,000
Q1 2024

May 01, 2024

BUY
$89.29 - $122.36 $1,071 - $1,468
12 Added 0.26%
4,682 $572,000
Q4 2023

Jan 11, 2024

BUY
$79.32 - $96.06 $26,492 - $32,084
334 Added 7.7%
4,670 $421,000
Q3 2023

Oct 26, 2023

BUY
$79.9 - $91.76 $6,232 - $7,157
78 Added 1.83%
4,336 $351,000
Q2 2023

Jul 24, 2023

SELL
$87.82 - $102.97 $52,867 - $61,987
-602 Reduced 12.39%
4,258 $380,000
Q1 2023

Apr 20, 2023

BUY
$88.99 - $113.21 $58,555 - $74,492
658 Added 15.66%
4,860 $486,000
Q4 2022

Jan 31, 2023

SELL
$84.16 - $106.54 $38,881 - $49,221
-462 Reduced 9.91%
4,202 $365,000
Q3 2022

Nov 14, 2022

BUY
$91.84 - $124.96 $50,512 - $68,728
550 Added 13.37%
4,664 $440,000
Q2 2022

Aug 15, 2022

BUY
$93.29 - $138.58 $1,959 - $2,910
21 Added 0.51%
4,114 $388,000
Q1 2022

May 16, 2022

SELL
$129.03 - $157.89 $12,773 - $15,631
-99 Reduced 2.36%
4,093 $562,000
Q4 2021

Feb 14, 2022

SELL
$142.15 - $177.71 $7,533 - $9,418
-53 Reduced 1.25%
4,192 $650,000
Q3 2021

Nov 15, 2021

BUY
$169.17 - $185.91 $3,721 - $4,090
22 Added 0.52%
4,245 $718,000
Q2 2021

Aug 16, 2021

BUY
$169.27 - $189.73 $5,924 - $6,640
35 Added 0.84%
4,223 $742,000
Q1 2021

May 17, 2021

BUY
$163.03 - $201.91 $59,832 - $74,100
367 Added 9.6%
4,188 $773,000
Q4 2020

Feb 16, 2021

BUY
$118.47 - $181.18 $452,673 - $692,288
3,821 New
3,821 $692,000

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 $204B
  • 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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