INSTITUTE FOR WEALTH MANAGEMENT, LLC. – The Walt Disney Company Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$3.33M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-0.07%
quarter
The Walt Disney Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.77% | 269 shares | 23K | $94.33 | 35.33K |
| Q2 2022 | share | Increase | +5.55% | 1.84K shares | -1.24M | $94.4 | 35.07K |
| Q1 2022 | share | Increase | +3.22% | 1.03K shares | -429K | $137.16 | 33.22K |
| Q4 2021 | share | Increase | +1.67% | 530 shares | -370K | $155.93 | 32.19K |
| Q3 2021 | share | Increase | +5.25% | 1.57K shares | 69K | $169.17 | 31.66K |
| Q2 2021 | share | Increase | +0.60% | 178 shares | -231K | $175.77 | 30.08K |
| Q1 2021 | share | Decrease | -1.68% | -512 shares | 7K | $184.52 | 29.90K |
| Q4 2020 | share | Decrease | -1.40% | -432 shares | 1.68M | $181.18 | 30.41K |
| Q3 2020 | share | Decrease | -2.51% | -793 shares | 300K | $124.08 | 30.84K |
| Q2 2020 | share | Increase | +9.93% | 2.85K shares | 748K | $111.51 | 31.64K |
| Q1 2020 | share | Increase | +17.40% | 4.26K shares | -766K | $96.6 | 28.78K |
| Q4 2019 | share | Decrease | -0.27% | -67 shares | 342K | $144.63 | 24.51K |
| Q3 2019 | share | Decrease | -13.89% | -3.96K shares | -782K | $129.54 | 24.58K |
| Q2 2019 | share | Increase | +6.42% | 1.72K shares | 1.00M | $137.95 | 28.54K |
| Q1 2019 | share | Increase | 0.00% | 26.82K shares | 2.98M | $109.69 | 26.82K |
| Q4 2018 | share | Decrease | -100.00% | -19.27K shares | -2.22M | $108.33 | 0 |
| Q3 2018 | share | Decrease | -4.41% | -889 shares | 128K | $114.63 | 19.27K |
| Q2 2018 | share | Increase | +5.19% | 995 shares | 168K | $101.92 | 20.16K |
| Q1 2018 | share | Increase | +5.09% | 929 shares | -26K | $97.67 | 19.16K |
| Q4 2017 | share | Decrease | -10.31% | -2.09K shares | -44K | $104.55 | 18.23K |
| Q3 2017 | share | Increase | +7.50% | 1.41K shares | -14K | $95.09 | 20.33K |
| Q2 2017 | share | Increase | 0.00% | 18.91K shares | 2.01M | $101.73 | 18.91K |