A detailed history of Uma Financial Services, Inc. transactions in Walt Disney CO stock. As of the latest transaction made, Uma Financial Services, Inc. holds 2,910 shares of DIS stock, worth $278,603. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,910
Previous 3,060 4.9%
Holding current value
$278,603
Previous $374,000 22.99%
% of portfolio
0.06%
Previous 0.08%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
$99.29 - $122.82 $14,893 - $18,423
-150 Reduced 4.9%
2,910 $288,000
Q1 2024

Apr 17, 2024

SELL
$89.29 - $122.36 $35,001 - $47,965
-392 Reduced 11.36%
3,060 $374,000
Q4 2023

Jan 23, 2024

SELL
$79.32 - $96.06 $15,784 - $19,115
-199 Reduced 5.45%
3,452 $311,000
Q3 2023

Oct 10, 2023

SELL
$79.9 - $91.76 $43,465 - $49,917
-544 Reduced 12.97%
3,651 $295,000
Q2 2023

Jul 05, 2023

BUY
$87.82 - $102.97 $1,053 - $1,235
12 Added 0.29%
4,195 $374,000
Q1 2023

Apr 20, 2023

BUY
$88.99 - $113.21 $3,025 - $3,849
34 Added 0.82%
4,183 $418,000
Q4 2022

Jan 25, 2023

BUY
$84.16 - $106.54 $16,411 - $20,775
195 Added 4.93%
4,149 $0
Q3 2022

Oct 06, 2022

BUY
$91.84 - $124.96 $17,265 - $23,492
188 Added 4.99%
3,954 $399,000
Q2 2022

Aug 02, 2022

BUY
$93.29 - $138.58 $33,491 - $49,750
359 Added 10.54%
3,766 $400,000
Q1 2022

May 05, 2022

BUY
$129.03 - $157.89 $49,676 - $60,787
385 Added 12.74%
3,407 $396,000
Q4 2021

Jan 11, 2022

SELL
$142.15 - $177.71 $2,985 - $3,731
-21 Reduced 0.69%
3,022 $477,000
Q3 2021

Oct 19, 2021

SELL
$169.17 - $185.91 $1,522 - $1,673
-9 Reduced 0.29%
3,043 $537,000
Q2 2021

Jul 23, 2021

BUY
$169.27 - $189.73 $75,155 - $84,240
444 Added 17.02%
3,052 $534,000
Q4 2020

Feb 19, 2021

BUY
$118.47 - $181.18 $1,303 - $1,992
11 Added 0.42%
2,608 $477,000
Q3 2020

Nov 04, 2020

SELL
$112.18 - $135.54 $13,012 - $15,722
-116 Reduced 4.28%
2,597 $312,000
Q2 2020

Aug 11, 2020

SELL
$93.88 - $127.28 $47,691 - $64,658
-508 Reduced 15.77%
2,713 $349,000
Q1 2020

Apr 23, 2020

BUY
$85.76 - $148.2 $106,513 - $184,064
1,242 Added 62.76%
3,221 $325,000
Q3 2019

Nov 26, 2019

BUY
$129.96 - $146.39 $257,190 - $289,705
1,979 New
1,979 $296,000

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 $175B
  • 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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