A detailed history of Tria Gen Wealth Management LLC transactions in Walt Disney CO stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 28,233 shares of DIS stock, worth $3.23 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
28,233
Previous 24,335 16.02%
Holding current value
$3.23 Million
Previous $2.42 Million 12.38%
% of portfolio
0.99%
Previous 1.01%

Shares

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

Oct 18, 2024

BUY
$85.6 - $98.61 $333,668 - $384,381
3,898 Added 16.02%
28,233 $2.72 Million
Q2 2024

Jul 18, 2024

BUY
$99.29 - $122.82 $160,353 - $198,354
1,615 Added 7.11%
24,335 $2.42 Million
Q1 2024

Apr 23, 2024

BUY
$89.29 - $122.36 $940,134 - $1.29 Million
10,529 Added 86.37%
22,720 $2.78 Million
Q4 2023

Jan 22, 2024

BUY
$79.32 - $96.06 $141,824 - $171,755
1,788 Added 17.19%
12,191 $1.1 Million
Q3 2023

Oct 23, 2023

BUY
$79.9 - $91.76 $3,196 - $3,670
40 Added 0.39%
10,403 $843,000
Q1 2023

Apr 24, 2023

BUY
$88.99 - $113.21 $177 - $226
2 Added 0.02%
10,363 $1.04 Million
Q4 2022

Feb 09, 2023

BUY
$84.16 - $106.54 $17,252 - $21,840
205 Added 2.02%
10,361 $900,000
Q3 2022

Oct 21, 2022

BUY
$91.84 - $124.96 $10,286 - $13,995
112 Added 1.12%
10,156 $958,000
Q2 2022

Jul 29, 2022

BUY
$93.29 - $138.58 $1,959 - $2,910
21 Added 0.21%
10,044 $948,000
Q4 2021

Feb 09, 2022

BUY
$142.15 - $177.71 $2,843 - $3,554
20 Added 0.2%
10,023 $1.55 Million
Q2 2021

Aug 02, 2021

BUY
$169.27 - $189.73 $5,924 - $6,640
35 Added 0.35%
10,003 $1.76 Million
Q1 2021

Apr 26, 2021

SELL
$163.03 - $201.91 $1,630 - $2,019
-10 Reduced 0.1%
9,968 $1.84 Million
Q4 2020

Feb 02, 2021

BUY
$118.47 - $181.18 $1.18 Million - $1.81 Million
9,978 New
9,978 $1.81 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 $208B
  • 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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