Ep Wealth Advisors, LLC Walt Disney CO Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 88,512 shares of DIS stock, worth $9.94 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
88,512
Previous 91,591 3.36%
Holding current value
$9.94 Million
Previous $9.04 Million 21.42%
% of portfolio
0.08%
Previous 0.08%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$81.72 - $124.01 $251,615 - $381,826
-3,079 Reduced 3.36%
88,512 $11 Million
Q1 2025

May 15, 2025
SELL
$96.87 - $114.0 $37.5 Million - $44.2 Million
-387,292 Reduced 80.87%
91,591 $9.04 Million
Q4 2024

Feb 13, 2025
SELL
$92.39 - $117.6 $1.46 Million - $1.85 Million
-15,749 Reduced 3.18%
478,883 $53.3 Million
Q3 2024

Nov 14, 2024
BUY
$85.6 - $98.61 $3.41 Million - $3.93 Million
39,828 Added 8.76%
494,632 $47.6 Million
Q2 2024

Aug 19, 2024
BUY
$99.29 - $122.82 $2.01 Million - $2.49 Million
20,283 Added 4.67%
454,804 $45.2 Million
Q1 2024

May 14, 2024
SELL
$89.29 - $122.36 $12.3 Million - $16.8 Million
-137,303 Reduced 24.01%
434,521 $53.2 Million
Q4 2023

Feb 28, 2024
BUY
$79.32 - $96.06 $1.35 Million - $1.63 Million
17,013 Added 3.07%
571,824 $51.6 Million
Q3 2023

Nov 22, 2023
BUY
$79.9 - $91.76 $5.92 Million - $6.8 Million
74,058 Added 15.4%
554,811 $45 Million
Q2 2023

Aug 14, 2023
BUY
$87.82 - $102.97 $40.4 Million - $47.4 Million
460,054 Added 2222.59%
480,753 $42.9 Million
Q1 2023

Jun 05, 2023
SELL
$88.99 - $113.21 $33.7 Million - $42.8 Million
-378,326 Reduced 94.81%
20,699 $2.07 Million
Q4 2022

Jun 12, 2023
BUY
$84.16 - $106.54 $34.5 Million - $43.7 Million
410,303 Added 1982.24%
431,002 $37.4 Million
Q3 2022

Dec 02, 2022
BUY
$91.84 - $124.96 $3.79 Million - $5.16 Million
41,260 Added 11.53%
399,025 $37.6 Million
Q2 2022

Aug 11, 2022
BUY
$93.29 - $138.58 $4.01 Million - $5.95 Million
42,947 Added 13.64%
357,765 $33.8 Million
Q1 2022

May 20, 2022
BUY
$129.03 - $157.89 $3.76 Million - $4.6 Million
29,124 Added 10.19%
314,818 $43.2 Million
Q4 2021

Feb 17, 2022
BUY
$142.15 - $177.71 $1.85 Million - $2.31 Million
13,017 Added 4.77%
285,694 $44.3 Million
Q3 2021

Nov 23, 2021
SELL
$169.17 - $185.91 $76.6 Million - $84.2 Million
-452,785 Reduced 62.41%
272,677 $46.1 Million
Q3 2021

Nov 16, 2021
BUY
$169.17 - $185.91 $80.7 Million - $88.6 Million
476,803 Added 191.75%
725,462 $46.1 Million
Q2 2021

Aug 24, 2021
BUY
$169.27 - $189.73 $2.92 Million - $3.27 Million
17,226 Added 7.44%
248,659 $43.7 Million
Q1 2021

May 17, 2021
BUY
$163.03 - $201.91 $645,761 - $799,765
3,961 Added 1.74%
231,433 $42.7 Million
Q4 2020

Feb 18, 2021
BUY
$118.47 - $181.18 $947,523 - $1.45 Million
7,998 Added 3.64%
227,472 $41.2 Million
Q3 2020

Nov 17, 2020
BUY
$112.18 - $135.54 $634,377 - $766,478
5,655 Added 2.64%
219,474 $27.2 Million
Q2 2020

Aug 14, 2020
BUY
$93.88 - $127.28 $78,859 - $106,915
840 Added 0.39%
213,819 $23.8 Million
Q1 2020

May 18, 2020
BUY
$85.76 - $148.2 $1.48 Million - $2.55 Million
17,232 Added 8.8%
212,979 $20.6 Million
Q4 2019

Feb 14, 2020
BUY
$128.15 - $151.64 $126,740 - $149,971
989 Added 0.51%
195,747 $28.3 Million
Q3 2019

Nov 18, 2019
BUY
$129.96 - $146.39 $74,856 - $84,320
576 Added 0.3%
194,758 $25.4 Million
Q2 2019

Aug 27, 2019
BUY
$111.96 - $142.02 $2.67 Million - $3.38 Million
23,826 Added 13.99%
194,182 $27.1 Million
Q1 2019

May 20, 2019
BUY
$106.33 - $115.25 $512,297 - $555,274
4,818 Added 2.91%
170,356 $18.9 Million
Q4 2018

Feb 19, 2019
BUY
$100.35 - $118.9 $262,314 - $310,804
2,614 Added 1.6%
165,538 $18.2 Million
Q3 2018

Nov 15, 2018
BUY
$104.04 - $116.94 $335,112 - $376,663
3,221 Added 2.02%
162,924 $19.1 Million
Q2 2018

Aug 14, 2018
BUY
$98.66 - $108.85 $468,832 - $517,255
4,752 Added 3.07%
159,703 $16.7 Million
Q1 2018

May 15, 2018
BUY
$98.54 - $112.47 $1.99 Million - $2.27 Million
20,222 Added 15.01%
154,951 $15.6 Million
Q4 2017

Feb 15, 2018
BUY
$96.93 - $111.81 $782,418 - $902,530
8,072 Added 6.37%
134,729 $14.5 Million
Q3 2017

Nov 15, 2017
BUY
$97.06 - $110.61 $687,281 - $783,229
7,081 Added 5.92%
126,657 $12.5 Million
Q2 2017

Aug 17, 2017
BUY
N/A
119,576
119,576 $12.7 Million

Others Institutions Holding DIS

# of Institutions
3,657
Shares Held
1.27B
Call Options Held
31.6M
Put Options Held
31.9M
View Full List

About Walt Disney Co

DIS Quotes by TradingView
  • 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
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