A detailed history of Triad Financial Advisors, Inc. transactions in Walt Disney CO stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 3,880 shares of DIS stock, worth $365,302. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,880
Holding current value
$365,302
% of portfolio
0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023

BUY
$79.9 - $91.76 $310,012 - $356,028
3,880 New
3,880 $314,000
Q4 2022

Feb 14, 2023

BUY
$84.16 - $106.54 $38,797 - $49,114
461 Added 19.35%
2,843 $246,000
Q3 2022

Nov 04, 2022

SELL
$91.84 - $124.96 $7,714 - $10,496
-84 Reduced 3.41%
2,382 $225,000
Q2 2022

Aug 11, 2022

SELL
$93.29 - $138.58 $25,188 - $37,416
-270 Reduced 9.87%
2,466 $233,000
Q1 2022

May 09, 2022

SELL
$129.03 - $157.89 $56,644 - $69,313
-439 Reduced 13.83%
2,736 $375,000
Q4 2021

May 09, 2022

BUY
$142.15 - $177.71 $451,326 - $564,229
3,175 New
3,175 $492,000

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 $172B
  • 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 Triad Financial Advisors, Inc. Portfolio

Follow Triad Financial Advisors, Inc. 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 Triad Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Triad Financial Advisors, Inc. with notifications on news.