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 $8,427. This represents 0.0% of its overall portfolio holdings.

Number of Shares
86
Previous 86 -0.0%
Holding current value
$8,427
Previous $7,000 42.86%
% 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 $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
Track This Portfolio

Track West Financial Advisors, LLC Portfolio

Follow West Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Financial Advisors, LLC with notifications on news.