A detailed history of West Financial Advisors, LLC transactions in Walt Disney CO stock. As of the latest transaction made, West Financial Advisors, LLC holds 86 shares of DIS stock, worth $8,673. This represents 0.0% of its overall portfolio holdings.

Number of Shares
86
Previous 86 -0.0%
Holding current value
$8,673
Previous $8,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 10, 2023

SELL
$79.9 - $91.76 $11,345 - $13,029
-142 Reduced 62.28%
86 $6,000
Q2 2023

Jul 07, 2023

BUY
$87.82 - $102.97 $7,552 - $8,855
86 Added 60.56%
228 $20,000
Q2 2022

Jul 14, 2022

SELL
$93.29 - $138.58 $3,638 - $5,404
-39 Reduced 21.55%
142 $13,000
Q1 2022

Apr 18, 2022

SELL
$129.03 - $157.89 $94,708 - $115,891
-734 Reduced 80.22%
181 $25,000
Q3 2021

Oct 13, 2021

BUY
$169.17 - $185.91 $64,961 - $71,389
384 Added 72.32%
915 $155,000
Q2 2021

Jul 27, 2021

SELL
$169.27 - $189.73 $55,012 - $61,662
-325 Reduced 37.97%
531 $93,000
Q1 2021

Apr 20, 2021

SELL
$163.03 - $201.91 $36,681 - $45,429
-225 Reduced 20.81%
856 $158,000
Q4 2020

Feb 22, 2021

BUY
$118.47 - $181.18 $15,756 - $24,096
133 Added 14.03%
1,081 $196,000
Q4 2020

Feb 02, 2021

BUY
$118.47 - $181.18 $112,309 - $171,758
948 New
948 $106 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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