A detailed history of Successful Portfolios LLC transactions in Walt Disney CO stock. As of the latest transaction made, Successful Portfolios LLC holds 9,078 shares of DIS stock, worth $932,492. This represents 0.59% of its overall portfolio holdings.

Number of Shares
9,078
Previous 8,894 2.07%
Holding current value
$932,492
Previous $883,000 1.13%
% of portfolio
0.59%
Previous 0.62%

Shares

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

Oct 09, 2024

BUY
$85.6 - $98.61 $15,750 - $18,144
184 Added 2.07%
9,078 $873,000
Q2 2024

Jul 12, 2024

SELL
$99.29 - $122.82 $2,680 - $3,316
-27 Reduced 0.3%
8,894 $883,000
Q1 2024

Apr 17, 2024

SELL
$89.29 - $122.36 $8,839 - $12,113
-99 Reduced 1.1%
8,921 $1.09 Million
Q4 2023

Jan 18, 2024

BUY
$79.32 - $96.06 $50,526 - $61,190
637 Added 7.6%
9,020 $814,000
Q3 2023

Oct 10, 2023

BUY
$79.9 - $91.76 $639 - $734
8 Added 0.1%
8,383 $679,000
Q2 2023

Jul 20, 2023

SELL
$87.82 - $102.97 $236,938 - $277,813
-2,698 Reduced 24.37%
8,375 $747,000
Q1 2023

Apr 21, 2023

BUY
$88.99 - $113.21 $31,235 - $39,736
351 Added 3.27%
11,073 $1.11 Million
Q4 2022

Jan 27, 2023

BUY
$84.16 - $106.54 $13,886 - $17,579
165 Added 1.56%
10,722 $0
Q3 2022

Oct 12, 2022

SELL
$91.84 - $124.96 $1,285 - $1,749
-14 Reduced 0.13%
10,557 $996,000
Q2 2022

Jul 22, 2022

SELL
$93.29 - $138.58 $59,425 - $88,275
-637 Reduced 5.68%
10,571 $998,000
Q1 2022

Apr 21, 2022

BUY
$129.03 - $157.89 $72,772 - $89,049
564 Added 5.3%
11,208 $1.54 Million
Q4 2021

Jan 26, 2022

BUY
$142.15 - $177.71 $25,871 - $32,343
182 Added 1.74%
10,644 $1.65 Million
Q3 2021

Oct 14, 2021

BUY
$169.17 - $185.91 $5,582 - $6,135
33 Added 0.32%
10,462 $1.77 Million
Q2 2021

Jul 23, 2021

BUY
$169.27 - $189.73 $77,187 - $86,516
456 Added 4.57%
10,429 $1.83 Million
Q1 2021

Apr 20, 2021

BUY
$163.03 - $201.91 $52,984 - $65,620
325 Added 3.37%
9,973 $1.84 Million
Q4 2020

Feb 02, 2021

BUY
$118.47 - $181.18 $7,108 - $10,870
60 Added 0.63%
9,648 $1.75 Million
Q3 2020

Oct 13, 2020

SELL
$112.18 - $135.54 $39,263 - $47,439
-350 Reduced 3.52%
9,588 $1.19 Million
Q2 2020

Jul 13, 2020

BUY
$93.88 - $127.28 $26,380 - $35,765
281 Added 2.91%
9,938 $1.11 Million
Q1 2020

Apr 23, 2020

BUY
$85.76 - $148.2 $162,600 - $280,987
1,896 Added 24.43%
9,657 $933,000
Q4 2019

Jan 23, 2020

SELL
$128.15 - $151.64 $170,952 - $202,287
-1,334 Reduced 14.67%
7,761 $1.12 Million
Q3 2019

Oct 11, 2019

BUY
$129.96 - $146.39 $24,562 - $27,667
189 Added 2.12%
9,095 $1.19 Million
Q2 2019

Jul 11, 2019

BUY
$111.96 - $142.02 $1,791 - $2,272
16 Added 0.18%
8,906 $1.24 Million
Q1 2019

Apr 22, 2019

BUY
$106.33 - $115.25 $153,540 - $166,421
1,444 Added 19.39%
8,890 $987,000
Q4 2018

Jan 14, 2019

SELL
$100.35 - $118.9 $13,747 - $16,289
-137 Reduced 1.81%
7,446 $816,000
Q3 2018

Oct 15, 2018

BUY
$104.04 - $116.94 $1,456 - $1,637
14 Added 0.18%
7,583 $887,000
Q2 2018

Jul 24, 2018

BUY
$98.66 - $108.85 $1,973 - $2,177
20 Added 0.26%
7,569 $793,000
Q1 2018

May 08, 2018

BUY
$98.54 - $112.47 $25,916 - $29,579
263 Added 3.61%
7,549 $758,000
Q4 2017

Feb 09, 2018

BUY
$96.93 - $111.81 $706,231 - $814,647
7,286
7,286 $783,000

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 $187B
  • 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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