A detailed history of Sugarloaf Wealth Management, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,849 shares of DIS stock, worth $212,117. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,849
Previous 1,857 0.43%
Holding current value
$212,117
Previous $184,000 3.8%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 08, 2024

SELL
$85.6 - $98.61 $684 - $788
-8 Reduced 0.43%
1,849 $177,000
Q2 2024

Jul 08, 2024

SELL
$99.29 - $122.82 $14,893 - $18,423
-150 Reduced 7.47%
1,857 $184,000
Q1 2024

Apr 23, 2024

SELL
$89.29 - $122.36 $10,625 - $14,560
-119 Reduced 5.6%
2,007 $245,000
Q4 2023

Jan 10, 2024

SELL
$79.32 - $96.06 $27,841 - $33,717
-351 Reduced 14.17%
2,126 $191,000
Q3 2023

Nov 13, 2023

SELL
$79.9 - $91.76 $60,724 - $69,737
-760 Reduced 23.48%
2,477 $200,000
Q2 2023

Jul 13, 2023

SELL
$87.82 - $102.97 $20,110 - $23,580
-229 Reduced 6.61%
3,237 $288,000
Q1 2023

Apr 26, 2023

BUY
$88.99 - $113.21 $48,321 - $61,473
543 Added 18.58%
3,466 $347,000
Q4 2022

Feb 03, 2023

SELL
$84.16 - $106.54 $121,863 - $154,269
-1,448 Reduced 33.13%
2,923 $253,000
Q3 2022

Oct 11, 2022

BUY
$91.84 - $124.96 $76,135 - $103,591
829 Added 23.4%
4,371 $413,000
Q2 2022

Jul 12, 2022

BUY
$93.29 - $138.58 $55,787 - $82,870
598 Added 20.31%
3,542 $334,000
Q1 2022

Apr 25, 2022

BUY
$129.03 - $157.89 $5,806 - $7,105
45 Added 1.55%
2,944 $404,000
Q1 2021

Apr 19, 2021

SELL
$163.03 - $201.91 $11,901 - $14,739
-73 Reduced 2.46%
2,899 $535,000
Q4 2020

Feb 03, 2021

SELL
$118.47 - $181.18 $273,310 - $417,982
-2,307 Reduced 43.7%
2,972 $538,000
Q3 2020

Nov 03, 2020

SELL
$112.18 - $135.54 $33,990 - $41,068
-303 Reduced 5.43%
5,279 $655,000
Q2 2020

Jul 21, 2020

BUY
$93.88 - $127.28 $1,220 - $1,654
13 Added 0.23%
5,582 $622,000
Q1 2020

Apr 15, 2020

SELL
$85.76 - $148.2 $165,088 - $285,285
-1,925 Reduced 25.69%
5,569 $538,000
Q4 2019

Jan 29, 2020

BUY
$128.15 - $151.64 $960,356 - $1.14 Million
7,494 New
7,494 $1.08 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 $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
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