A detailed history of Wescott Financial Advisory Group, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 7,695 shares of DIS stock, worth $882,770. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,695
Previous 7,734 0.5%
Holding current value
$882,770
Previous $767,000 3.52%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Nov 12, 2024

SELL
$85.6 - $98.61 $3,338 - $3,845
-39 Reduced 0.5%
7,695 $740,000
Q2 2024

Aug 14, 2024

BUY
$99.29 - $122.82 $11,517 - $14,247
116 Added 1.52%
7,734 $767,000
Q1 2024

May 13, 2024

BUY
$89.29 - $122.36 $393,143 - $538,751
4,403 Added 136.95%
7,618 $932,000
Q4 2023

Feb 13, 2024

SELL
$79.32 - $96.06 $8,249 - $9,990
-104 Reduced 3.13%
3,215 $290,000
Q3 2023

Nov 09, 2023

SELL
$79.9 - $91.76 $41,548 - $47,715
-520 Reduced 13.55%
3,319 $269,000
Q2 2023

Aug 11, 2023

BUY
$87.82 - $102.97 $107,140 - $125,623
1,220 Added 46.58%
3,839 $342,000
Q1 2023

May 10, 2023

SELL
$88.99 - $113.21 $18,420 - $23,434
-207 Reduced 7.32%
2,619 $262,000
Q4 2022

Feb 06, 2023

SELL
$84.16 - $106.54 $7,995 - $10,121
-95 Reduced 3.25%
2,826 $245,000
Q3 2022

Nov 14, 2022

BUY
$91.84 - $124.96 $9,735 - $13,245
106 Added 3.77%
2,921 $276,000
Q2 2022

Jul 28, 2022

SELL
$93.29 - $138.58 $5,224 - $7,760
-56 Reduced 1.95%
2,815 $266,000
Q1 2022

May 16, 2022

SELL
$129.03 - $157.89 $3,225 - $3,947
-25 Reduced 0.86%
2,871 $394,000
Q4 2021

Jan 31, 2022

SELL
$142.15 - $177.71 $23,739 - $29,677
-167 Reduced 5.45%
2,896 $449,000
Q3 2021

Oct 29, 2021

BUY
$169.17 - $185.91 $24,360 - $26,771
144 Added 4.93%
3,063 $518,000
Q2 2021

Aug 10, 2021

SELL
$169.27 - $189.73 $70,247 - $78,737
-415 Reduced 12.45%
2,919 $523,000
Q1 2021

Jun 25, 2021

BUY
$163.03 - $201.91 $69,450 - $86,013
426 Added 14.65%
3,334 $615,000
Q4 2020

Jun 25, 2021

BUY
$118.47 - $181.18 $344,510 - $526,871
2,908 New
2,908 $527,000

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 $209B
  • 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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