A detailed history of Ledge Wealth Management, Inc. transactions in Walt Disney CO stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 25,163 shares of DIS stock, worth $2.42 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
25,163
Previous 23,745 5.97%
Holding current value
$2.42 Million
Previous $1.92 Million 18.04%
% of portfolio
0.88%
Previous 0.86%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024

BUY
$79.32 - $96.06 $112,475 - $136,213
1,418 Added 5.97%
25,163 $2.27 Million
Q3 2023

Oct 23, 2023

BUY
$79.9 - $91.76 $350,601 - $402,642
4,388 Added 22.67%
23,745 $1.92 Million
Q2 2023

Jul 11, 2023

SELL
$87.82 - $102.97 $201,546 - $236,316
-2,295 Reduced 10.6%
19,357 $1.73 Million
Q1 2023

Apr 14, 2023

BUY
$88.99 - $113.21 $220,339 - $280,307
2,476 Added 12.91%
21,652 $2.17 Million
Q4 2022

Feb 02, 2023

BUY
$84.16 - $106.54 $296,159 - $374,914
3,519 Added 22.48%
19,176 $1.67 Million
Q3 2022

Oct 18, 2022

SELL
$91.84 - $124.96 $158,056 - $215,056
-1,721 Reduced 9.9%
15,657 $1.48 Million
Q2 2022

Jul 20, 2022

BUY
$93.29 - $138.58 $582,036 - $864,600
6,239 Added 56.01%
17,378 $1.64 Million
Q1 2022

May 10, 2022

BUY
$129.03 - $157.89 $1.44 Million - $1.76 Million
11,139 New
11,139 $1.53 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 $175B
  • 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 Ledge Wealth Management, Inc. Portfolio

Follow Ledge Wealth Management, Inc. 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 Ledge Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ledge Wealth Management, Inc. with notifications on news.