A detailed history of Holistic Planning, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Holistic Planning, LLC holds 1,913 shares of DIS stock, worth $202,184. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,913
Previous 2,183 12.37%
Holding current value
$202,184
Previous $271 Million 19.09%
% of portfolio
0.06%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

SELL
$112.25 - $124.0 $30,307 - $33,480
-270 Reduced 12.37%
1,913 $219 Million
Q2 2025

Jul 28, 2025

BUY
$81.72 - $124.01 $178,394 - $270,713
2,183 New
2,183 $271 Million
Q4 2024

Jan 24, 2025

BUY
$92.39 - $117.6 $173,785 - $221,205
1,881 New
1,881 $209 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 $193B
  • 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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