A detailed history of Investment Advisory Group, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Investment Advisory Group, LLC holds 2,240 shares of DIS stock, worth $212,979. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,240
Previous 2,231 0.4%
Holding current value
$212,979
Previous $221,000 2.71%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 15, 2024

BUY
$85.6 - $98.61 $770 - $887
9 Added 0.4%
2,240 $215,000
Q2 2024

Jul 31, 2024

SELL
$99.29 - $122.82 $17,077 - $21,125
-172 Reduced 7.16%
2,231 $221,000
Q1 2024

Apr 29, 2024

SELL
$89.29 - $122.36 $29,912 - $40,990
-335 Reduced 12.24%
2,403 $294,000
Q4 2023

Jan 30, 2024

SELL
$79.32 - $96.06 $5,790 - $7,012
-73 Reduced 2.6%
2,738 $247,000
Q3 2023

Oct 16, 2023

BUY
$79.9 - $91.76 $1,598 - $1,835
20 Added 0.72%
2,811 $227,000
Q1 2023

May 02, 2023

BUY
$88.99 - $113.21 $248,371 - $315,969
2,791 New
2,791 $279,000
Q3 2022

Oct 24, 2022

BUY
$91.84 - $124.96 $66,767 - $90,845
727 Added 32.1%
2,992 $282,000
Q2 2022

Jul 18, 2022

SELL
$93.29 - $138.58 $35,543 - $52,798
-381 Reduced 14.4%
2,265 $213,000
Q4 2021

Feb 11, 2022

BUY
$142.15 - $177.71 $376,128 - $470,220
2,646 New
2,646 $403,000

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 $173B
  • 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
Track This Portfolio

Track Investment Advisory Group, LLC Portfolio

Follow Investment Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investment Advisory Group, LLC with notifications on news.