A detailed history of Sweet Financial Partners, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 8,877 shares of DIS stock, worth $999,195. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,877
Previous 9,005 1.42%
Holding current value
$999,195
Previous $894,000 4.59%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Oct 16, 2024

SELL
$85.6 - $98.61 $10,956 - $12,622
-128 Reduced 1.42%
8,877 $853,000
Q2 2024

Jul 18, 2024

SELL
$99.29 - $122.82 $14,893 - $18,423
-150 Reduced 1.64%
9,005 $894,000
Q1 2024

Apr 23, 2024

SELL
$89.29 - $122.36 $1,607 - $2,202
-18 Reduced 0.2%
9,155 $1.12 Million
Q4 2023

Jan 12, 2024

SELL
$79.32 - $96.06 $6,662 - $8,069
-84 Reduced 0.91%
9,173 $828,000
Q3 2023

Oct 23, 2023

BUY
$79.9 - $91.76 $124,963 - $143,512
1,564 Added 20.33%
9,257 $750,000
Q2 2023

Jul 24, 2023

BUY
$87.82 - $102.97 $14,929 - $17,504
170 Added 2.26%
7,693 $686,000
Q1 2023

Apr 14, 2023

BUY
$88.99 - $113.21 $7,742 - $9,849
87 Added 1.17%
7,523 $753,000
Q4 2022

Jan 19, 2023

BUY
$84.16 - $106.54 $182,963 - $231,617
2,174 Added 41.32%
7,436 $0
Q3 2022

Nov 10, 2022

BUY
$91.84 - $124.96 $70,533 - $95,969
768 Added 17.09%
5,262 $496,000
Q2 2022

Aug 03, 2022

SELL
$93.29 - $138.58 $466 - $692
-5 Reduced 0.11%
4,494 $424,000
Q1 2022

Apr 22, 2022

BUY
$129.03 - $157.89 $71,740 - $87,786
556 Added 14.1%
4,499 $617,000
Q4 2021

Feb 07, 2022

BUY
$142.15 - $177.71 $560,497 - $700,710
3,943 New
3,943 $611,000

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 $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 Sweet Financial Partners, LLC Portfolio

Follow Sweet Financial Partners, 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 Sweet Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sweet Financial Partners, LLC with notifications on news.