A detailed history of Forum Financial Management, LP transactions in Walt Disney CO stock. As of the latest transaction made, Forum Financial Management, LP holds 24,438 shares of DIS stock, worth $2.75 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
24,438
Previous 23,651 3.33%
Holding current value
$2.75 Million
Previous $2.35 Million 0.09%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 29, 2024

BUY
$85.6 - $98.61 $67,367 - $77,606
787 Added 3.33%
24,438 $2.35 Million
Q2 2024

Jul 30, 2024

BUY
$99.29 - $122.82 $20,056 - $24,809
202 Added 0.86%
23,651 $2.35 Million
Q1 2024

May 09, 2024

BUY
$89.29 - $122.36 $520,649 - $713,481
5,831 Added 33.1%
23,449 $2.87 Million
Q4 2023

Feb 07, 2024

SELL
$79.32 - $96.06 $1.04 Million - $1.26 Million
-13,131 Reduced 42.7%
17,618 $1.59 Million
Q3 2023

Nov 03, 2023

BUY
$79.9 - $91.76 $48,818 - $56,065
611 Added 2.03%
30,749 $2.49 Million
Q2 2023

Jul 26, 2023

BUY
$87.82 - $102.97 $98,358 - $115,326
1,120 Added 3.86%
30,138 $2.69 Million
Q1 2023

Apr 19, 2023

SELL
$88.99 - $113.21 $15,840 - $20,151
-178 Reduced 0.61%
29,018 $2.91 Million
Q4 2022

Jan 24, 2023

BUY
$84.16 - $106.54 $32,317 - $40,911
384 Added 1.33%
29,196 $0
Q3 2022

Nov 07, 2022

BUY
$91.84 - $124.96 $229,232 - $311,900
2,496 Added 9.48%
28,812 $2.72 Million
Q2 2022

Aug 15, 2022

BUY
$93.29 - $138.58 $786,994 - $1.17 Million
8,436 Added 47.18%
26,316 $2.48 Million
Q1 2022

May 16, 2022

SELL
$129.03 - $157.89 $318,962 - $390,304
-2,472 Reduced 12.15%
17,880 $2.45 Million
Q4 2021

Feb 18, 2022

BUY
$142.15 - $177.71 $2.89 Million - $3.62 Million
20,352 New
20,352 $3.15 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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