A detailed history of Wealth Effects LLC transactions in Walt Disney CO stock. As of the latest transaction made, Wealth Effects LLC holds 3,812 shares of DIS stock, worth $384,478. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,812
Previous 3,662 4.1%
Holding current value
$384,478
Previous $363,000 0.83%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Oct 21, 2024

BUY
$85.6 - $98.61 $12,840 - $14,791
150 Added 4.1%
3,812 $366,000
Q2 2024

Aug 02, 2024

SELL
$99.29 - $122.82 $35,148 - $43,478
-354 Reduced 8.81%
3,662 $363,000
Q1 2024

Apr 22, 2024

BUY
$89.29 - $122.36 $16,518 - $22,636
185 Added 4.83%
4,016 $491,000
Q4 2023

Jan 29, 2024

SELL
$79.32 - $96.06 $11,104 - $13,448
-140 Reduced 3.53%
3,831 $345,000
Q3 2023

Oct 16, 2023

SELL
$79.9 - $91.76 $59,205 - $67,994
-741 Reduced 15.73%
3,971 $321,000
Q2 2023

Jul 18, 2023

SELL
$87.82 - $102.97 $22,394 - $26,257
-255 Reduced 5.13%
4,712 $420,000
Q1 2023

May 04, 2023

BUY
$88.99 - $113.21 $8,454 - $10,754
95 Added 1.95%
4,967 $497,000
Q4 2022

Feb 02, 2023

SELL
$84.16 - $106.54 $198,533 - $251,327
-2,359 Reduced 32.62%
4,872 $423,000
Q3 2022

Nov 14, 2022

SELL
$91.84 - $124.96 $38,572 - $52,483
-420 Reduced 5.49%
7,231 $682,000
Q2 2022

Aug 03, 2022

SELL
$93.29 - $138.58 $250,670 - $372,364
-2,687 Reduced 25.99%
7,651 $722,000
Q1 2022

May 16, 2022

SELL
$129.03 - $157.89 $29,289 - $35,841
-227 Reduced 2.15%
10,338 $1.42 Million
Q4 2021

Feb 09, 2022

BUY
$142.15 - $177.71 $1.5 Million - $1.88 Million
10,565 New
10,565 $1.64 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 $184B
  • 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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