A detailed history of Wealth Architects, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Wealth Architects, LLC holds 4,577 shares of DIS stock, worth $430,924. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,577
Previous 4,538 0.86%
Holding current value
$430,924
Previous $555,000 18.2%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Aug 08, 2024

BUY
$99.29 - $122.82 $3,872 - $4,789
39 Added 0.86%
4,577 $454,000
Q1 2024

May 13, 2024

BUY
$89.29 - $122.36 $2,142 - $2,936
24 Added 0.53%
4,538 $555,000
Q4 2023

Feb 14, 2024

SELL
$79.32 - $96.06 $25,937 - $31,411
-327 Reduced 6.75%
4,514 $407,000
Q3 2023

Nov 09, 2023

BUY
$79.9 - $91.76 $32,439 - $37,254
406 Added 9.15%
4,841 $392,000
Q2 2023

Aug 02, 2023

SELL
$87.82 - $102.97 $13,436 - $15,754
-153 Reduced 3.33%
4,435 $395,000
Q1 2023

Apr 21, 2023

SELL
$88.99 - $113.21 $5,695 - $7,245
-64 Reduced 1.38%
4,588 $459,000
Q4 2022

Feb 09, 2023

SELL
$84.16 - $106.54 $38,124 - $48,262
-453 Reduced 8.87%
4,652 $404,000
Q3 2022

Oct 24, 2022

SELL
$91.84 - $124.96 $28,470 - $38,737
-310 Reduced 5.72%
5,105 $482,000
Q2 2022

Jul 29, 2022

BUY
$93.29 - $138.58 $2,612 - $3,880
28 Added 0.52%
5,415 $511,000
Q1 2022

May 17, 2022

BUY
$129.03 - $157.89 $102,449 - $125,364
794 Added 17.29%
5,387 $739,000
Q4 2021

Jan 19, 2022

SELL
$142.15 - $177.71 $11,087 - $13,861
-78 Reduced 1.67%
4,593 $711,000
Q3 2021

Nov 09, 2021

BUY
$169.17 - $185.91 $35,694 - $39,227
211 Added 4.73%
4,671 $790,000
Q2 2021

Aug 09, 2021

BUY
$169.27 - $189.73 $10,156 - $11,383
60 Added 1.36%
4,460 $784,000
Q1 2021

Apr 29, 2021

BUY
$163.03 - $201.91 $6,195 - $7,672
38 Added 0.87%
4,400 $812,000
Q4 2020

Jan 28, 2021

SELL
$118.47 - $181.18 $54,259 - $82,980
-458 Reduced 9.5%
4,362 $790,000
Q3 2020

Nov 09, 2020

SELL
$112.18 - $135.54 $19,631 - $23,719
-175 Reduced 3.5%
4,820 $598,000
Q2 2020

Aug 14, 2020

SELL
$93.88 - $127.28 $2,534 - $3,436
-27 Reduced 0.54%
4,995 $557,000
Q1 2020

Apr 23, 2020

BUY
$85.76 - $148.2 $18,009 - $31,121
210 Added 4.36%
5,022 $485,000
Q4 2019

Jan 28, 2020

BUY
$128.15 - $151.64 $66,125 - $78,246
516 Added 12.01%
4,812 $696,000
Q3 2019

Oct 23, 2019

SELL
$129.96 - $146.39 $26,511 - $29,863
-204 Reduced 4.53%
4,296 $560,000
Q2 2019

Jul 12, 2019

BUY
$111.96 - $142.02 $15,450 - $19,598
138 Added 3.16%
4,500 $628,000
Q1 2019

May 01, 2019

BUY
$106.33 - $115.25 $150,031 - $162,617
1,411 Added 47.81%
4,362 $484,000
Q4 2018

Jan 17, 2019

SELL
$100.35 - $118.9 $1,705 - $2,021
-17 Reduced 0.57%
2,951 $324,000
Q3 2018

Oct 04, 2018

BUY
$104.04 - $116.94 $47,026 - $52,856
452 Added 17.97%
2,968 $347,000
Q2 2018

Jul 19, 2018

SELL
$98.66 - $108.85 $32,952 - $36,355
-334 Reduced 11.72%
2,516 $264,000
Q1 2018

Apr 13, 2018

SELL
$98.54 - $112.47 $7,390 - $8,435
-75 Reduced 2.56%
2,850 $286,000
Q4 2017

Jan 31, 2018

BUY
$96.93 - $111.81 $1,841 - $2,124
19 Added 0.65%
2,925 $314,000
Q3 2017

Nov 08, 2017

SELL
$97.06 - $110.61 $6,114 - $6,968
-63 Reduced 2.12%
2,906 $286,000
Q2 2017

Aug 10, 2017

BUY
N/A
2,969
2,969 $315,000

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
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