A detailed history of Avantax Planning Partners, Inc. transactions in Walt Disney CO stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 11,898 shares of DIS stock, worth $1.11 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,898
Previous 12,355 3.7%
Holding current value
$1.11 Million
Previous $1.51 Million 21.84%
% of portfolio
0.04%
Previous 0.05%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$99.29 - $122.82 $45,375 - $56,128
-457 Reduced 3.7%
11,898 $1.18 Million
Q1 2024

May 02, 2024

BUY
$89.29 - $122.36 $27,590 - $37,809
309 Added 2.57%
12,355 $1.51 Million
Q4 2023

Feb 09, 2024

SELL
$79.32 - $96.06 $25,065 - $30,354
-316 Reduced 2.56%
12,046 $1.09 Million
Q3 2023

Nov 03, 2023

SELL
$79.9 - $91.76 $22,611 - $25,968
-283 Reduced 2.24%
12,362 $1 Million
Q2 2023

Jul 17, 2023

SELL
$87.82 - $102.97 $48,652 - $57,045
-554 Reduced 4.2%
12,645 $1.13 Million
Q1 2023

Apr 20, 2023

SELL
$88.99 - $113.21 $16,730 - $21,283
-188 Reduced 1.4%
13,199 $1.32 Million
Q4 2022

Feb 09, 2023

SELL
$84.16 - $106.54 $95,689 - $121,135
-1,137 Reduced 7.83%
13,387 $1.16 Million
Q3 2022

Oct 14, 2022

BUY
$91.84 - $124.96 $21,857 - $29,740
238 Added 1.67%
14,524 $1.37 Million
Q2 2022

Jul 18, 2022

SELL
$93.29 - $138.58 $5,410 - $8,037
-58 Reduced 0.4%
14,286 $1.35 Million
Q1 2022

May 09, 2022

SELL
$129.03 - $157.89 $7,225 - $8,841
-56 Reduced 0.39%
14,344 $1.97 Million
Q4 2021

Jan 28, 2022

BUY
$142.15 - $177.71 $36,390 - $45,493
256 Added 1.81%
14,400 $2.23 Million
Q3 2021

Oct 27, 2021

SELL
$169.17 - $185.91 $68,344 - $75,107
-404 Reduced 2.78%
14,144 $2.39 Million
Q2 2021

Aug 10, 2021

SELL
$169.27 - $189.73 $313,488 - $351,379
-1,852 Reduced 11.29%
14,548 $2.56 Million
Q1 2021

May 06, 2021

SELL
$163.03 - $201.91 $248,946 - $308,316
-1,527 Reduced 8.52%
16,400 $3.03 Million
Q4 2020

Feb 04, 2021

BUY
$118.47 - $181.18 $157,565 - $240,969
1,330 Added 8.01%
17,927 $3.25 Million
Q3 2020

Oct 28, 2020

SELL
$112.18 - $135.54 $42,516 - $51,369
-379 Reduced 2.23%
16,597 $2.06 Million
Q2 2020

Jul 15, 2020

BUY
$93.88 - $127.28 $168,702 - $228,722
1,797 Added 11.84%
16,976 $1.89 Million
Q1 2020

Apr 27, 2020

SELL
$85.76 - $148.2 $116,033 - $200,514
-1,353 Reduced 8.18%
15,179 $1.47 Million
Q4 2019

Jan 15, 2020

BUY
$128.15 - $151.64 $42,545 - $50,344
332 Added 2.05%
16,532 $2.39 Million
Q3 2019

Nov 08, 2019

SELL
$129.96 - $146.39 $11,306 - $12,735
-87 Reduced 0.53%
16,200 $2.11 Million
Q2 2019

Aug 07, 2019

SELL
$111.96 - $142.02 $158,647 - $201,242
-1,417 Reduced 8.0%
16,287 $2.3 Million
Q1 2019

May 08, 2019

BUY
$106.33 - $115.25 $321,010 - $347,939
3,019 Added 20.56%
17,704 $1.97 Million
Q4 2018

Feb 14, 2019

BUY
$100.35 - $118.9 $4,315 - $5,112
43 Added 0.29%
14,685 $1.61 Million
Q3 2018

Nov 13, 2018

BUY
$104.04 - $116.94 $36,726 - $41,279
353 Added 2.47%
14,642 $1.71 Million
Q2 2018

Aug 13, 2018

BUY
$98.66 - $108.85 $48,738 - $53,771
494 Added 3.58%
14,289 $1.5 Million
Q1 2018

May 15, 2018

BUY
$98.54 - $112.47 $198,656 - $226,739
2,016 Added 17.12%
13,795 $1.39 Million
Q4 2017

Feb 09, 2018

SELL
$96.93 - $111.81 $603,195 - $695,793
-6,223 Reduced 34.57%
11,779 $1.27 Million
Q3 2017

Oct 19, 2017

BUY
$97.06 - $110.61 $1.75 Million - $1.99 Million
18,002
18,002 $1.77 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 $170B
  • 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
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