A detailed history of Epg Wealth Management LLC transactions in Walt Disney CO stock. As of the latest transaction made, Epg Wealth Management LLC holds 2,779 shares of DIS stock, worth $312,804. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,779
Previous 0 Infinity%
Holding current value
$312,804
Previous $0 Infinity%
% of portfolio
0.07%
Previous 100.0%

Shares

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

Nov 13, 2024

BUY
$85.6 - $98.61 $237,882 - $274,037
2,779 New
2,779 $267 Million
Q2 2024

Aug 13, 2024

SELL
$99.29 - $122.82 $303,728 - $375,706
-3,059 Closed
0 $0
Q1 2024

May 14, 2024

SELL
$89.29 - $122.36 $35,626 - $48,821
-399 Reduced 11.54%
3,059 $374,000
Q4 2023

Feb 14, 2024

SELL
$79.32 - $96.06 $20,940 - $25,359
-264 Reduced 7.09%
3,458 $312,000
Q3 2023

Nov 13, 2023

BUY
$79.9 - $91.76 $2,876 - $3,303
36 Added 0.98%
3,722 $301,000
Q2 2023

Aug 15, 2023

SELL
$87.82 - $102.97 $52,779 - $61,884
-601 Reduced 14.02%
3,686 $329,000
Q1 2023

May 15, 2023

SELL
$88.99 - $113.21 $21,001 - $26,717
-236 Reduced 5.22%
4,287 $429,000
Q4 2022

Feb 14, 2023

SELL
$84.16 - $106.54 $1.32 Million - $1.67 Million
-15,693 Reduced 77.63%
4,523 $392,000
Q3 2022

Nov 15, 2022

SELL
$91.84 - $124.96 $2,204 - $2,999
-24 Reduced 0.12%
20,216 $1.91 Million
Q2 2022

Aug 15, 2022

SELL
$93.29 - $138.58 $79,389 - $117,931
-851 Reduced 4.03%
20,240 $1.91 Million
Q1 2022

May 10, 2022

SELL
$129.03 - $157.89 $37,805 - $46,261
-293 Reduced 1.37%
21,091 $2.89 Million
Q4 2021

Feb 14, 2022

BUY
$142.15 - $177.71 $720,131 - $900,278
5,066 Added 31.05%
21,384 $3.31 Million
Q3 2021

Nov 15, 2021

BUY
$169.17 - $185.91 $40,093 - $44,060
237 Added 1.47%
16,318 $2.76 Million
Q2 2021

Aug 09, 2021

BUY
$169.27 - $189.73 $36,731 - $41,171
217 Added 1.37%
16,081 $2.83 Million
Q1 2021

May 10, 2021

SELL
$163.03 - $201.91 $13,205 - $16,354
-81 Reduced 0.51%
15,864 $2.93 Million
Q4 2020

Jan 29, 2021

BUY
$118.47 - $181.18 $100,344 - $153,459
847 Added 5.61%
15,945 $2.89 Million
Q3 2020

Nov 02, 2020

BUY
$112.18 - $135.54 $109,487 - $132,287
976 Added 6.91%
15,098 $1.87 Million
Q2 2020

Aug 06, 2020

BUY
$93.88 - $127.28 $80,830 - $109,588
861 Added 6.49%
14,122 $1.58 Million
Q1 2020

May 05, 2020

BUY
$85.76 - $148.2 $316,540 - $547,006
3,691 Added 38.57%
13,261 $1.28 Million
Q4 2019

Feb 14, 2020

BUY
$128.15 - $151.64 $1.23 Million - $1.45 Million
9,570 New
9,570 $1.38 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 $205B
  • 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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