A detailed history of Cyndeo Wealth Partners, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 8,348 shares of DIS stock, worth $793,727. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,348
Previous 8,232 1.41%
Holding current value
$793,727
Previous $817,000 1.84%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 18, 2024

BUY
$85.6 - $98.61 $9,929 - $11,438
116 Added 1.41%
8,348 $802,000
Q2 2024

Jul 30, 2024

BUY
$99.29 - $122.82 $78,439 - $97,027
790 Added 10.62%
8,232 $817,000
Q1 2024

Apr 16, 2024

SELL
$89.29 - $122.36 $7,143 - $9,788
-80 Reduced 1.06%
7,442 $910,000
Q4 2023

Jan 12, 2024

SELL
$79.32 - $96.06 $86,776 - $105,089
-1,094 Reduced 12.7%
7,522 $679,000
Q3 2023

Oct 10, 2023

SELL
$79.9 - $91.76 $3,196 - $3,670
-40 Reduced 0.46%
8,616 $698,000
Q2 2023

Jul 27, 2023

SELL
$87.82 - $102.97 $153,597 - $180,094
-1,749 Reduced 16.81%
8,656 $772,000
Q1 2023

Apr 21, 2023

SELL
$88.99 - $113.21 $2,669 - $3,396
-30 Reduced 0.29%
10,405 $1.04 Million
Q4 2022

Jan 25, 2023

BUY
$84.16 - $106.54 $878,209 - $1.11 Million
10,435 New
10,435 $0

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 $173B
  • 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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