Institute For Wealth Management, Llc. Walt Disney CO Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Walt Disney CO stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 45,704 shares of DIS stock, worth $4.83 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
45,704
Previous 46,652 2.03%
Holding current value
$4.83 Million
Previous $5.79 Million 9.54%
% of portfolio
0.56%
Previous 0.66%

Shares

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

Oct 17, 2025
SELL
$112.25 - $124.0 $106,413 - $117,552
-948 Reduced 2.03%
45,704 $5.23 Million
Q2 2025

Jul 18, 2025
SELL
$81.72 - $124.01 $62,924 - $95,487
-770 Reduced 1.62%
46,652 $5.79 Million
Q1 2025

Apr 21, 2025
BUY
$96.87 - $114.0 $20,633 - $24,282
213 Added 0.45%
47,422 $4.68 Million
Q4 2024

Jan 23, 2025
BUY
$92.39 - $117.6 $277 - $352
3 Added 0.01%
47,209 $5.26 Million
Q3 2024

Nov 12, 2024
BUY
$85.6 - $98.61 $40,317 - $46,445
471 Added 1.01%
47,206 $4.54 Million
Q2 2024

Jul 25, 2024
BUY
$99.29 - $122.82 $29,389 - $36,354
296 Added 0.64%
46,735 $4.64 Million
Q1 2024

Apr 30, 2024
BUY
$89.29 - $122.36 $1,785 - $2,447
20 Added 0.04%
46,439 $5.68 Million
Q4 2023

Jan 31, 2024
BUY
$79.32 - $96.06 $299,115 - $362,242
3,771 Added 8.84%
46,419 $4.19 Million
Q3 2023

Oct 13, 2023
SELL
$79.9 - $91.76 $87,330 - $100,293
-1,093 Reduced 2.5%
42,648 $3.46 Million
Q2 2023

Jul 25, 2023
SELL
$87.82 - $102.97 $116,537 - $136,641
-1,327 Reduced 2.94%
43,741 $3.91 Million
Q1 2023

Apr 20, 2023
BUY
$88.99 - $113.21 $195,422 - $248,609
2,196 Added 5.12%
45,068 $4.51 Million
Q4 2022

Feb 02, 2023
BUY
$84.16 - $106.54 $633,977 - $802,565
7,533 Added 21.32%
42,872 $3.72 Million
Q3 2022

Oct 18, 2022
BUY
$91.84 - $124.96 $24,704 - $33,614
269 Added 0.77%
35,339 $3.33 Million
Q2 2022

Jul 25, 2022
BUY
$93.29 - $138.58 $172,026 - $255,541
1,844 Added 5.55%
35,070 $3.31 Million
Q1 2022

Apr 29, 2022
BUY
$129.03 - $157.89 $133,546 - $163,416
1,035 Added 3.22%
33,226 $4.56 Million
Q4 2021

Jan 21, 2022
BUY
$142.15 - $177.71 $75,339 - $94,186
530 Added 1.67%
32,191 $4.99 Million
Q3 2021

Nov 15, 2021
BUY
$169.17 - $185.91 $267,119 - $293,551
1,579 Added 5.25%
31,661 $5.36 Million
Q2 2021

Jul 21, 2021
BUY
$169.27 - $189.73 $30,130 - $33,771
178 Added 0.6%
30,082 $5.29 Million
Q1 2021

May 04, 2021
SELL
$163.03 - $201.91 $83,471 - $103,377
-512 Reduced 1.68%
29,904 $5.52 Million
Q4 2020

Feb 01, 2021
SELL
$118.47 - $181.18 $51,179 - $78,269
-432 Reduced 1.4%
30,416 $5.51 Million
Q3 2020

Nov 03, 2020
SELL
$112.18 - $135.54 $88,958 - $107,483
-793 Reduced 2.51%
30,848 $3.83 Million
Q2 2020

Jul 30, 2020
BUY
$93.88 - $127.28 $268,309 - $363,766
2,858 Added 9.93%
31,641 $3.53 Million
Q1 2020

Apr 29, 2020
BUY
$85.76 - $148.2 $365,852 - $632,221
4,266 Added 17.4%
28,783 $2.78 Million
Q4 2019

Feb 27, 2020
BUY
$128.15 - $151.64 $2.69 Million - $3.18 Million
20,971 Added 591.4%
24,517 $3.55 Million
Q4 2019

Jan 27, 2020
SELL
$128.15 - $151.64 $2.7 Million - $3.19 Million
-21,038 Reduced 85.58%
3,546 $3.55 Million
Q3 2019

Oct 28, 2019
SELL
$129.96 - $146.39 $515,161 - $580,289
-3,964 Reduced 13.89%
24,584 $3.2 Million
Q2 2019

Aug 02, 2019
BUY
$111.96 - $142.02 $192,683 - $244,416
1,721 Added 6.42%
28,548 $3.99 Million
Q1 2019

May 15, 2019
BUY
$106.33 - $115.25 $2.85 Million - $3.09 Million
26,827 New
26,827 $2.98 Million
Q4 2018

Feb 08, 2019
SELL
$100.35 - $118.9 $1.93 Million - $2.29 Million
-19,273 Closed
0 $0
Q3 2018

Oct 29, 2018
SELL
$104.04 - $116.94 $92,491 - $103,959
-889 Reduced 4.41%
19,273 $2.23 Million
Q2 2018

Aug 10, 2018
BUY
$98.66 - $108.85 $98,166 - $108,305
995 Added 5.19%
20,162 $2.1 Million
Q1 2018

May 15, 2018
BUY
$98.54 - $112.47 $91,543 - $104,484
929 Added 5.09%
19,167 $1.93 Million
Q4 2017

Feb 12, 2018
SELL
$96.93 - $111.81 $203,262 - $234,465
-2,097 Reduced 10.31%
18,238 $1.96 Million
Q3 2017

Nov 14, 2017
BUY
$97.06 - $110.61 $137,728 - $156,955
1,419 Added 7.5%
20,335 $2 Million
Q2 2017

Aug 14, 2017
BUY
N/A
18,916
18,916 $2.02 Million

Others Institutions Holding DIS

# of Institutions
3,590
Shares Held
1.28B
Call Options Held
26.5M
Put Options Held
27.8M
View Full List

About Walt Disney Co

DIS Quotes by TradingView
  • 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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