A detailed history of United Capital Financial Advisers, LLC transactions in Walt Disney CO stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 398,223 shares of DIS stock, worth $37.3 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
398,223
Previous 402,801 1.14%
Holding current value
$37.3 Million
Previous $49.3 Million 19.78%
% of portfolio
0.34%
Previous 0.41%

Shares

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

Aug 14, 2024

SELL
$99.29 - $122.82 $454,549 - $562,269
-4,578 Reduced 1.14%
398,223 $39.5 Million
Q1 2024

May 15, 2024

SELL
$89.29 - $122.36 $571,813 - $783,593
-6,404 Reduced 1.56%
402,801 $49.3 Million
Q4 2023

Feb 14, 2024

SELL
$79.32 - $96.06 $22.5 Million - $27.2 Million
-283,555 Reduced 40.93%
409,205 $36.9 Million
Q3 2023

Nov 14, 2023

SELL
$79.9 - $91.76 $4.69 Million - $5.38 Million
-58,639 Reduced 7.8%
692,760 $56.1 Million
Q2 2023

Aug 14, 2023

SELL
$87.82 - $102.97 $313,605 - $367,705
-3,571 Reduced 0.47%
751,399 $67.1 Million
Q1 2023

Aug 14, 2023

BUY
$88.99 - $113.21 $23,582 - $30,000
265 Added 0.04%
751,664 $75.3 Million
Q1 2023

May 15, 2023

BUY
$88.99 - $113.21 $3.55 Million - $4.52 Million
39,884 Added 5.58%
754,970 $75.6 Million
Q4 2022

Feb 14, 2023

SELL
$84.16 - $106.54 $4.13 Million - $5.23 Million
-49,050 Reduced 6.42%
715,086 $62.1 Million
Q3 2022

Nov 14, 2022

SELL
$91.84 - $124.96 $692,840 - $942,698
-7,544 Reduced 0.98%
764,136 $72.1 Million
Q2 2022

Aug 11, 2022

BUY
$93.29 - $138.58 $7.59 Million - $11.3 Million
81,403 Added 11.79%
771,680 $72.8 Million
Q1 2022

May 16, 2022

BUY
$129.03 - $157.89 $2.14 Million - $2.61 Million
16,557 Added 2.46%
690,277 $94.7 Million
Q4 2021

Feb 14, 2022

BUY
$142.15 - $177.71 $2.02 Million - $2.52 Million
14,195 Added 2.15%
673,720 $104 Million
Q3 2021

Nov 15, 2021

BUY
$169.17 - $185.91 $842,804 - $926,203
4,982 Added 0.76%
659,525 $112 Million
Q2 2021

Aug 13, 2021

BUY
$169.27 - $189.73 $1.19 Million - $1.34 Million
7,039 Added 1.09%
654,543 $115 Million
Q1 2021

May 14, 2021

SELL
$163.03 - $201.91 $7.41 Million - $9.18 Million
-45,469 Reduced 6.56%
647,504 $119 Million
Q4 2020

Feb 17, 2021

SELL
$118.47 - $181.18 $5.5 Million - $8.41 Million
-46,421 Reduced 6.28%
692,973 $126 Million
Q3 2020

Nov 13, 2020

BUY
$112.18 - $135.54 $5.36 Million - $6.48 Million
47,779 Added 6.91%
739,394 $91.7 Million
Q2 2020

Aug 13, 2020

BUY
$93.88 - $127.28 $4.25 Million - $5.77 Million
45,323 Added 7.01%
691,615 $77.1 Million
Q1 2020

May 15, 2020

BUY
$85.76 - $148.2 $1.61 Million - $2.79 Million
18,797 Added 3.0%
646,292 $62.4 Million
Q4 2019

Feb 14, 2020

BUY
$128.15 - $151.64 $2.83 Million - $3.35 Million
22,114 Added 3.65%
627,495 $90.8 Million
Q3 2019

Nov 14, 2019

BUY
$129.96 - $146.39 $5.72 Million - $6.44 Million
43,987 Added 7.84%
605,381 $78.9 Million
Q2 2019

Aug 13, 2019

BUY
$111.96 - $142.02 $5.15 Million - $6.53 Million
46,006 Added 8.93%
561,394 $78.4 Million
Q1 2019

May 14, 2019

BUY
$106.33 - $115.25 $991,420 - $1.07 Million
9,324 Added 1.84%
515,388 $57.2 Million
Q4 2018

Feb 14, 2019

BUY
$100.35 - $118.9 $643,845 - $762,862
6,416 Added 1.28%
506,064 $55.5 Million
Q3 2018

Nov 14, 2018

BUY
$104.04 - $116.94 $8.19 Million - $9.21 Million
78,762 Added 18.71%
499,648 $58.4 Million
Q2 2018

Aug 14, 2018

BUY
$98.66 - $108.85 $2.42 Million - $2.68 Million
24,578 Added 6.2%
420,886 $44.1 Million
Q1 2018

May 15, 2018

BUY
$98.54 - $112.47 $1.71 Million - $1.95 Million
17,324 Added 4.57%
396,308 $39.8 Million
Q4 2017

Feb 13, 2018

BUY
$96.93 - $111.81 $1.08 Million - $1.25 Million
11,182 Added 3.04%
378,984 $40.8 Million
Q3 2017

Nov 14, 2017

BUY
$97.06 - $110.61 $1.51 Million - $1.72 Million
15,536 Added 4.41%
367,802 $36.3 Million
Q2 2017

Aug 14, 2017

BUY
N/A
352,266
352,266 $37.4 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 $171B
  • 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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