A detailed history of Wellspring Financial Advisors, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 4,072 shares of DIS stock, worth $404,308. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,072
Previous 6,910 41.07%
Holding current value
$404,308
Previous $624 Million 20.13%
% of portfolio
0.08%
Previous 0.16%

Shares

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

May 01, 2024

SELL
$89.29 - $122.36 $253,405 - $347,257
-2,838 Reduced 41.07%
4,072 $498 Million
Q4 2023

Feb 13, 2024

BUY
$79.32 - $96.06 $5,076 - $6,147
64 Added 0.93%
6,910 $624 Million
Q3 2023

Nov 14, 2023

BUY
$79.9 - $91.76 $7,350 - $8,441
92 Added 1.36%
6,846 $555 Million
Q2 2023

Aug 11, 2023

BUY
$87.82 - $102.97 $281,902 - $330,533
3,210 Added 90.58%
6,754 $603 Million
Q1 2023

May 12, 2023

SELL
$88.99 - $113.21 $6,318 - $8,037
-71 Reduced 1.96%
3,544 $355 Million
Q4 2022

Feb 13, 2023

BUY
$84.16 - $106.54 $24,490 - $31,003
291 Added 8.75%
3,615 $314,000
Q3 2022

Nov 14, 2022

SELL
$91.84 - $124.96 $22,684 - $30,865
-247 Reduced 6.92%
3,324 $314,000
Q2 2022

Aug 12, 2022

SELL
$93.29 - $138.58 $78,736 - $116,961
-844 Reduced 19.12%
3,571 $337,000
Q1 2022

May 10, 2022

SELL
$129.03 - $157.89 $2,838 - $3,473
-22 Reduced 0.5%
4,415 $606,000
Q4 2021

Jan 03, 2022

BUY
$142.15 - $177.71 $17,342 - $21,680
122 Added 2.83%
4,437 $687,000
Q3 2021

Nov 12, 2021

SELL
$169.17 - $185.91 $845 - $929
-5 Reduced 0.12%
4,315 $730,000
Q2 2021

Aug 13, 2021

BUY
$169.27 - $189.73 $49,765 - $55,780
294 Added 7.3%
4,320 $759,000
Q1 2021

May 17, 2021

SELL
$163.03 - $201.91 $39,616 - $49,064
-243 Reduced 5.69%
4,026 $389,000
Q4 2020

Feb 16, 2021

BUY
$118.47 - $181.18 $15,519 - $23,734
131 Added 3.17%
4,269 $773,000
Q3 2020

Nov 13, 2020

BUY
$112.18 - $135.54 $11,554 - $13,960
103 Added 2.55%
4,138 $513,000
Q2 2020

Aug 14, 2020

BUY
$93.88 - $127.28 $844 - $1,145
9 Added 0.22%
4,035 $450,000
Q1 2020

May 14, 2020

BUY
$85.76 - $148.2 $345,269 - $596,653
4,026 New
4,026 $389,000

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 $181B
  • 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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