A detailed history of Westwood Wealth Management transactions in Walt Disney CO stock. As of the latest transaction made, Westwood Wealth Management holds 4,570 shares of DIS stock, worth $427,797. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,570
Previous 5,370 14.9%
Holding current value
$427,797
Previous $657,000 31.05%
% of portfolio
0.18%
Previous 0.32%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$99.29 - $122.82 $79,432 - $98,256
-800 Reduced 14.9%
4,570 $453,000
Q1 2024

May 01, 2024

SELL
$89.29 - $122.36 $17,858 - $24,472
-200 Reduced 3.59%
5,370 $657,000
Q4 2023

Feb 12, 2024

SELL
$79.32 - $96.06 $25,382 - $30,739
-320 Reduced 5.43%
5,570 $502,000
Q3 2023

Nov 08, 2023

SELL
$79.9 - $91.76 $127,840 - $146,816
-1,600 Reduced 21.36%
5,890 $477,000
Q2 2023

Jul 26, 2023

SELL
$87.82 - $102.97 $439 - $514
-5 Reduced 0.07%
7,490 $668,000
Q1 2023

Apr 25, 2023

SELL
$88.99 - $113.21 $142,828 - $181,702
-1,605 Reduced 17.64%
7,495 $750,000
Q4 2022

Feb 14, 2023

SELL
$84.16 - $106.54 $24,406 - $30,896
-290 Reduced 3.09%
9,100 $790,000
Q3 2022

Nov 14, 2022

BUY
$91.84 - $124.96 $109,289 - $148,702
1,190 Added 14.51%
9,390 $886,000
Q2 2022

Aug 05, 2022

SELL
$93.29 - $138.58 $331,179 - $491,959
-3,550 Reduced 30.21%
8,200 $774,000
Q1 2022

May 11, 2022

SELL
$129.03 - $157.89 $1.59 Million - $1.94 Million
-12,286 Reduced 51.11%
11,750 $1.61 Million
Q4 2021

Feb 14, 2022

BUY
$142.15 - $177.71 $3.42 Million - $4.27 Million
24,036 New
24,036 $4,000

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 $171B
  • 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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