A detailed history of Wharton Business Group, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Wharton Business Group, LLC holds 2,713 shares of DIS stock, worth $268,397. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,713
Previous 2,912 6.83%
Holding current value
$268,397
Previous $289,000 9.69%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2024

SELL
$85.6 - $98.61 $17,034 - $19,623
-199 Reduced 6.83%
2,713 $261,000
Q2 2024

Aug 12, 2024

SELL
$99.29 - $122.82 $9,035 - $11,176
-91 Reduced 3.03%
2,912 $289,000
Q2 2023

Aug 07, 2023

BUY
$87.82 - $102.97 $57,522 - $67,445
655 Added 27.9%
3,003 $268,000
Q2 2022

Aug 09, 2022

BUY
$93.29 - $138.58 $6,996 - $10,393
75 Added 3.3%
2,348 $222,000
Q4 2021

Feb 10, 2022

BUY
$142.15 - $177.71 $323,106 - $403,934
2,273 New
2,273 $352,000
Q3 2021

Nov 09, 2021

SELL
$169.17 - $185.91 $384,523 - $422,573
-2,273 Closed
0 $0
Q1 2021

May 10, 2021

SELL
$163.03 - $201.91 $10,596 - $13,124
-65 Reduced 2.78%
2,273 $419,000
Q4 2020

Feb 11, 2021

BUY
$118.47 - $181.18 $7,700 - $11,776
65 Added 2.86%
2,338 $424,000
Q2 2020

Aug 11, 2020

SELL
$93.88 - $127.28 $938 - $1,272
-10 Reduced 0.44%
2,273 $253,000
Q1 2020

Apr 27, 2020

BUY
$85.76 - $148.2 $857 - $1,482
10 Added 0.44%
2,283 $221,000
Q2 2019

Aug 08, 2019

SELL
$111.96 - $142.02 $14,778 - $18,746
-132 Reduced 5.49%
2,273 $317,000
Q3 2018

Nov 06, 2018

BUY
$104.04 - $116.94 $13,733 - $15,436
132 Added 5.81%
2,405 $281,000
Q4 2017

Feb 12, 2018

SELL
$96.93 - $111.81 $12,116 - $13,976
-125 Reduced 5.21%
2,273 $244,000
Q3 2017

Nov 02, 2017

BUY
$97.06 - $110.61 $232,749 - $265,242
2,398
2,398 $236,000

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 $180B
  • 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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