A detailed history of Wealth Dimensions Group, Ltd. transactions in Walt Disney CO stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 4,912 shares of DIS stock, worth $481,326. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,912
Previous 5,401 9.05%
Holding current value
$481,326
Previous $487,000 23.41%
% of portfolio
0.18%
Previous 0.15%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
$89.29 - $122.36 $43,662 - $59,834
-489 Reduced 9.05%
4,912 $601,000
Q4 2023

Feb 09, 2024

SELL
$79.32 - $96.06 $12,611 - $15,273
-159 Reduced 2.86%
5,401 $487,000
Q3 2023

Nov 14, 2023

SELL
$79.9 - $91.76 $479 - $550
-6 Reduced 0.11%
5,560 $450,000
Q2 2023

Aug 14, 2023

BUY
$87.82 - $102.97 $69,816 - $81,861
795 Added 16.66%
5,566 $496,000
Q1 2023

May 09, 2023

BUY
$88.99 - $113.21 $25,540 - $32,491
287 Added 6.4%
4,771 $477,000
Q4 2022

Feb 10, 2023

SELL
$84.16 - $106.54 $46,456 - $58,810
-552 Reduced 10.96%
4,484 $389,000
Q3 2022

Nov 10, 2022

BUY
$91.84 - $124.96 $13,133 - $17,869
143 Added 2.92%
5,036 $475,000
Q2 2022

Aug 05, 2022

BUY
$93.29 - $138.58 $36,942 - $54,877
396 Added 8.81%
4,893 $462,000
Q1 2022

May 04, 2022

SELL
$129.03 - $157.89 $14,709 - $17,999
-114 Reduced 2.47%
4,497 $617,000
Q4 2021

Feb 04, 2022

BUY
$142.15 - $177.71 $95,666 - $119,598
673 Added 17.09%
4,611 $714,000
Q3 2021

Nov 03, 2021

BUY
$169.17 - $185.91 $61,408 - $67,485
363 Added 10.15%
3,938 $666,000
Q2 2021

Aug 12, 2021

BUY
$169.27 - $189.73 $21,158 - $23,716
125 Added 3.62%
3,575 $628,000
Q1 2021

May 13, 2021

BUY
$163.03 - $201.91 $70,428 - $87,225
432 Added 14.31%
3,450 $637,000
Q4 2020

Feb 17, 2021

BUY
$118.47 - $181.18 $357,542 - $546,801
3,018 New
3,018 $547,000

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 $179B
  • 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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