A detailed history of Thrive Wealth Management, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Thrive Wealth Management, LLC holds 4,033 shares of DIS stock, worth $438,830. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,033
Previous 4,115 1.99%
Holding current value
$438,830
Previous $395,000 13.67%
% of portfolio
0.08%
Previous 0.07%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

SELL
$92.39 - $117.6 $7,575 - $9,643
-82 Reduced 1.99%
4,033 $449,000
Q3 2024

Oct 04, 2024

BUY
$85.6 - $98.61 $23,625 - $27,216
276 Added 7.19%
4,115 $395,000
Q2 2024

Jul 12, 2024

SELL
$99.29 - $122.82 $11,517 - $14,247
-116 Reduced 2.93%
3,839 $381,000
Q1 2024

Apr 15, 2024

BUY
$89.29 - $122.36 $117,952 - $161,637
1,321 Added 50.15%
3,955 $483,000
Q4 2023

Jan 09, 2024

SELL
$79.32 - $96.06 $40,691 - $49,278
-513 Reduced 16.3%
2,634 $237,000
Q3 2023

Oct 13, 2023

SELL
$79.9 - $91.76 $75,505 - $86,713
-945 Reduced 23.09%
3,147 $255,000
Q2 2023

Jul 11, 2023

BUY
$87.82 - $102.97 $70,168 - $82,273
799 Added 24.26%
4,092 $365,000
Q1 2023

Apr 07, 2023

BUY
$88.99 - $113.21 $78,845 - $100,304
886 Added 36.81%
3,293 $329,000
Q4 2022

Jan 25, 2023

SELL
$84.16 - $106.54 $61,016 - $77,241
-725 Reduced 23.15%
2,407 $0
Q3 2022

Oct 24, 2022

BUY
$91.84 - $124.96 $51,154 - $69,602
557 Added 21.63%
3,132 $295,000
Q2 2022

Jul 11, 2022

BUY
$93.29 - $138.58 $12,220 - $18,153
131 Added 5.36%
2,575 $243,000
Q1 2022

May 02, 2022

SELL
$129.03 - $157.89 $387 - $473
-3 Reduced 0.12%
2,444 $335,000
Q4 2021

Feb 14, 2022

BUY
$142.15 - $177.71 $347,841 - $434,856
2,447 New
2,447 $379,000

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 $198B
  • 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 Thrive Wealth Management, LLC Portfolio

Follow Thrive Wealth Management, 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 Thrive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Thrive Wealth Management, LLC with notifications on news.