A detailed history of Sweet Financial Partners, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 8,877 shares of DIS stock, worth $878,201. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,877
Previous 9,005 1.42%
Holding current value
$878,201
Previous $894,000 4.59%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Oct 16, 2024

SELL
$85.6 - $98.61 $10,956 - $12,622
-128 Reduced 1.42%
8,877 $853,000
Q2 2024

Jul 18, 2024

SELL
$99.29 - $122.82 $14,893 - $18,423
-150 Reduced 1.64%
9,005 $894,000
Q1 2024

Apr 23, 2024

SELL
$89.29 - $122.36 $1,607 - $2,202
-18 Reduced 0.2%
9,155 $1.12 Million
Q4 2023

Jan 12, 2024

SELL
$79.32 - $96.06 $6,662 - $8,069
-84 Reduced 0.91%
9,173 $828,000
Q3 2023

Oct 23, 2023

BUY
$79.9 - $91.76 $124,963 - $143,512
1,564 Added 20.33%
9,257 $750,000
Q2 2023

Jul 24, 2023

BUY
$87.82 - $102.97 $14,929 - $17,504
170 Added 2.26%
7,693 $686,000
Q1 2023

Apr 14, 2023

BUY
$88.99 - $113.21 $7,742 - $9,849
87 Added 1.17%
7,523 $753,000
Q4 2022

Jan 19, 2023

BUY
$84.16 - $106.54 $182,963 - $231,617
2,174 Added 41.32%
7,436 $0
Q3 2022

Nov 10, 2022

BUY
$91.84 - $124.96 $70,533 - $95,969
768 Added 17.09%
5,262 $496,000
Q2 2022

Aug 03, 2022

SELL
$93.29 - $138.58 $466 - $692
-5 Reduced 0.11%
4,494 $424,000
Q1 2022

Apr 22, 2022

BUY
$129.03 - $157.89 $71,740 - $87,786
556 Added 14.1%
4,499 $617,000
Q4 2021

Feb 07, 2022

BUY
$142.15 - $177.71 $560,497 - $700,710
3,943 New
3,943 $611,000

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 $180B
  • 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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