A detailed history of Icon Wealth Advisors, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 11,877 shares of DIS stock, worth $1.34 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,877
Previous 18,225 34.83%
Holding current value
$1.34 Million
Previous $1.81 Million 36.87%
% of portfolio
0.03%
Previous 0.16%

Shares

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

Nov 14, 2024

BUY
$85.6 - $98.61 $605,106 - $697,074
7,069 Added 59.52%
18,946 $1.82 Million
Q3 2024

Nov 12, 2024

SELL
$85.6 - $98.61 $543,388 - $625,976
-6,348 Reduced 34.83%
11,877 $1.14 Million
Q2 2024

Aug 14, 2024

BUY
$99.29 - $122.82 $229,856 - $284,328
2,315 Added 14.55%
18,225 $1.81 Million
Q1 2024

May 15, 2024

BUY
$89.29 - $122.36 $800,752 - $1.1 Million
8,968 Added 129.18%
15,910 $1.95 Million
Q4 2023

Feb 14, 2024

SELL
$79.32 - $96.06 $375,659 - $454,940
-4,736 Reduced 40.55%
6,942 $626,000
Q4 2022

Feb 14, 2023

BUY
$84.16 - $106.54 $168 - $213
2 Added 0.02%
11,678 $1.01 Million
Q3 2022

Jan 25, 2023

BUY
$91.84 - $124.96 $1.07 Million - $1.46 Million
11,676 New
11,676 $1.1 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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