A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Walt Disney CO stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 19,139 shares of DIS stock, worth $2.15 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
19,139
Previous 17,905 6.89%
Holding current value
$2.15 Million
Previous $1.78 Million 3.55%
% of portfolio
0.47%
Previous 0.48%

Shares

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

Nov 08, 2024

BUY
$85.6 - $98.61 $105,630 - $121,684
1,234 Added 6.89%
19,139 $1.84 Million
Q2 2024

Aug 02, 2024

SELL
$99.29 - $122.82 $13,404 - $16,580
-135 Reduced 0.75%
17,905 $1.78 Million
Q1 2024

May 03, 2024

SELL
$89.29 - $122.36 $13,393 - $18,354
-150 Reduced 0.82%
18,040 $2.21 Million
Q4 2023

Feb 02, 2024

BUY
$79.32 - $96.06 $23,954 - $29,010
302 Added 1.69%
18,190 $1.64 Million
Q3 2023

Nov 03, 2023

BUY
$79.9 - $91.76 $254,161 - $291,888
3,181 Added 21.63%
17,888 $1.45 Million
Q2 2023

Aug 11, 2023

BUY
$87.82 - $102.97 $14,665 - $17,195
167 Added 1.15%
14,707 $1.31 Million
Q1 2023

Apr 27, 2023

BUY
$88.99 - $113.21 $19,043 - $24,226
214 Added 1.49%
14,540 $1.46 Million
Q4 2022

Feb 08, 2023

SELL
$84.16 - $106.54 $36,020 - $45,599
-428 Reduced 2.9%
14,326 $1.24 Million
Q3 2022

Nov 04, 2022

SELL
$91.84 - $124.96 $19,286 - $26,241
-210 Reduced 1.4%
14,754 $1.39 Million
Q2 2022

Aug 09, 2022

SELL
$93.29 - $138.58 $544,813 - $809,307
-5,840 Reduced 28.07%
14,964 $1.41 Million
Q1 2022

May 11, 2022

BUY
$129.03 - $157.89 $13,548 - $16,578
105 Added 0.51%
20,804 $2.85 Million
Q4 2021

Feb 08, 2022

BUY
$142.15 - $177.71 $58,281 - $72,861
410 Added 2.02%
20,699 $3.21 Million
Q3 2021

Oct 21, 2021

SELL
$169.17 - $185.91 $10,488 - $11,526
-62 Reduced 0.3%
20,289 $3.43 Million
Q2 2021

Jul 28, 2021

SELL
$169.27 - $189.73 $28,775 - $32,254
-170 Reduced 0.83%
20,351 $3.58 Million
Q1 2021

May 07, 2021

BUY
$163.03 - $201.91 $13,205 - $16,354
81 Added 0.4%
20,521 $3.79 Million
Q4 2020

Feb 12, 2021

BUY
$118.47 - $181.18 $23,575 - $36,054
199 Added 0.98%
20,440 $3.7 Million
Q3 2020

Nov 03, 2020

SELL
$112.18 - $135.54 $114,872 - $138,792
-1,024 Reduced 4.82%
20,241 $2.51 Million
Q2 2020

Jul 15, 2020

BUY
$93.88 - $127.28 $163,914 - $222,230
1,746 Added 8.95%
21,265 $2.47 Million
Q1 2020

Apr 14, 2020

BUY
$85.76 - $148.2 $48,540 - $83,881
566 Added 2.99%
19,519 $1.89 Million
Q4 2019

Jan 09, 2020

BUY
$128.15 - $151.64 $25,245 - $29,873
197 Added 1.05%
18,953 $2.74 Million
Q3 2019

Nov 15, 2019

SELL
$129.96 - $146.39 $16,504 - $18,591
-127 Reduced 0.67%
18,756 $2.44 Million
Q2 2019

Nov 15, 2019

BUY
$111.96 - $142.02 $96,285 - $122,137
860 Added 4.77%
18,883 $2.64 Million
Q1 2019

Nov 15, 2019

BUY
$106.33 - $115.25 $144,289 - $156,394
1,357 Added 8.14%
18,023 $2 Million
Q4 2018

Nov 15, 2019

BUY
$100.35 - $118.9 $1.67 Million - $1.98 Million
16,666 New
16,666 $1.83 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
Track This Portfolio

Track Schwarz Dygos Wheeler Investment Advisors LLC Portfolio

Follow Schwarz Dygos Wheeler Investment Advisors 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 Schwarz Dygos Wheeler Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwarz Dygos Wheeler Investment Advisors LLC with notifications on news.