A detailed history of Valued Wealth Advisors LLC transactions in Walt Disney CO stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 152 shares of DIS stock, worth $16,925. This represents 0.01% of its overall portfolio holdings.

Number of Shares
152
Previous 193 21.24%
Holding current value
$16,925
Previous $19.2 Million 23.56%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 28, 2024

SELL
$85.6 - $98.61 $3,509 - $4,043
-41 Reduced 21.24%
152 $14.7 Million
Q2 2024

Jul 16, 2024

BUY
$99.29 - $122.82 $3,077 - $3,807
31 Added 19.14%
193 $19.2 Million
Q1 2024

Apr 30, 2024

BUY
$89.29 - $122.36 $1,071 - $1,468
12 Added 8.0%
162 $19.9 Million
Q4 2023

Jan 05, 2024

BUY
$79.32 - $96.06 $11,897 - $14,409
150 New
150 $12.2 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 $203B
  • 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 Valued Wealth Advisors LLC Portfolio

Follow Valued Wealth Advisors LLC 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 Valued Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valued Wealth Advisors LLC with notifications on news.