Hcr Wealth Advisors Walt Disney CO Transaction History

Hcr Wealth Advisors

$789 Million
Q4 2024

A detailed history of Hcr Wealth Advisors transactions in Walt Disney CO stock. As of the latest transaction made, Hcr Wealth Advisors holds 19,694 shares of DIS stock, worth $2.23 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

19,694

Previous 18,326 7.46%

Holding current value

$2.23 Million

Previous $1.76 Million 24.4%

% of portfolio

0.28%

Previous 0.23%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$92.39 - $117.6 $126,389 - $160,876	1,368 Added 7.46%	19,694 $2.19 Million
Q3 2024 Oct 10, 2024	BUY	$85.6 - $98.61 $31,243 - $35,992	365 Added 2.03%	18,326 $1.76 Million
Q2 2024 Aug 06, 2024	SELL	$99.29 - $122.82 $170,778 - $211,250	-1,720 Reduced 8.74%	17,961 $1.78 Million
Q1 2024 May 10, 2024	SELL	$89.29 - $122.36 $350,463 - $480,263	-3,925 Reduced 16.63%	19,681 $2.41 Million
Q4 2023 Feb 09, 2024	BUY	$79.32 - $96.06 $650,820 - $788,172	8,205 Added 53.28%	23,606 $2.13 Million
Q3 2023 Oct 20, 2023	SELL	$79.9 - $91.76 $85,173 - $97,816	-1,066 Reduced 6.47%	15,401 $1.25 Million
Q2 2023 Aug 09, 2023	SELL	$87.82 - $102.97 $45,578 - $53,441	-519 Reduced 3.06%	16,467 $1.47 Million
Q1 2023 May 12, 2023	SELL	$88.99 - $113.21 $87,388 - $111,172	-982 Reduced 5.47%	16,986 $1.7 Million
Q4 2022 Feb 13, 2023	BUY	$84.16 - $106.54 $64,382 - $81,503	765 Added 4.45%	17,968 $1.56 Million
Q3 2022 Nov 07, 2022	SELL	$91.84 - $124.96 $47,113 - $64,104	-513 Reduced 2.9%	17,203 $1.62 Million
Q2 2022 Aug 12, 2022	SELL	$93.29 - $138.58 $30,132 - $44,761	-323 Reduced 1.79%	17,716 $1.67 Million
Q1 2022 May 05, 2022	SELL	$129.03 - $157.89 $66,837 - $81,787	-518 Reduced 2.79%	18,039 $2.47 Million
Q4 2021 Feb 04, 2022	SELL	$142.15 - $177.71 $22,033 - $27,545	-155 Reduced 0.83%	18,557 $2.87 Million
Q3 2021 Nov 02, 2021	SELL	$169.17 - $185.91 $18,777 - $20,636	-111 Reduced 0.59%	18,712 $3.17 Million
Q2 2021 Jul 21, 2021	SELL	$169.27 - $189.73 $358,006 - $401,278	-2,115 Reduced 10.1%	18,823 $3.31 Million
Q1 2021 May 13, 2021	SELL	$163.03 - $201.91 $1.9 Million - $2.35 Million	-11,633 Reduced 35.72%	20,938 $3.86 Million
Q4 2020 Feb 04, 2021	BUY	$118.47 - $181.18 $62,670 - $95,844	529 Added 1.65%	32,571 $5.9 Million
Q3 2020 Nov 05, 2020	BUY	$112.18 - $135.54 $29,952 - $36,189	267 Added 0.84%	32,042 $3.97 Million
Q2 2020 Jul 30, 2020	SELL	$93.88 - $127.28 $496,343 - $672,929	-5,287 Reduced 14.27%	31,775 $3.59 Million
Q1 2020 May 08, 2020	BUY	$85.76 - $148.2 $519,191 - $897,202	6,054 Added 19.52%	37,062 $3.58 Million
Q4 2019 Feb 07, 2020	BUY	$128.15 - $151.64 $447,499 - $529,526	3,492 Added 12.69%	31,008 $4.49 Million
Q3 2019 Nov 07, 2019	SELL	$129.96 - $146.39 $221,971 - $250,034	-1,708 Reduced 5.84%	27,516 $3.59 Million
Q2 2019 Jul 25, 2019	BUY	$111.96 - $142.02 $182,158 - $231,066	1,627 Added 5.9%	29,224 $4.08 Million
Q1 2019 May 10, 2019	BUY	$106.33 - $115.25 $56,992 - $61,774	536 Added 1.98%	27,597 $3.05 Million
Q4 2018 Jan 31, 2019	SELL	$100.35 - $118.9 $35,022 - $41,496	-349 Reduced 1.27%	27,061 $2.97 Million
Q3 2018 Nov 09, 2018	SELL	$104.04 - $116.94 $1,976 - $2,221	-19 Reduced 0.07%	27,410 $3.23 Million
Q2 2018 Aug 14, 2018	BUY	$98.66 - $108.85 $116,418 - $128,443	1,180 Added 4.5%	27,429 $2.89 Million
Q1 2018 May 15, 2018	BUY	$98.54 - $112.47 $25,718 - $29,354	261 Added 1.0%	26,249 $2.64 Million
Q4 2017 Feb 13, 2018	SELL	$96.93 - $111.81 $30,145 - $34,772	-311 Reduced 1.18%	25,988 $2.79 Million
Q3 2017 Nov 13, 2017	BUY	$97.06 - $110.61 $104,727 - $119,348	1,079 Added 4.28%	26,299 $2.59 Million
Q2 2017 Aug 16, 2017	BUY	N/A	25,220	25,220 $2.68 Million

Others Institutions Holding DIS

# of Institutions

3,329

Shares Held

1.18B

Call Options Held

34.4M

Put Options Held

39.8M

View Full List

About Walt Disney Co

Ticker DIS
Exchange NYSE
Sector Communication Services
Industry Entertainment
Shares Outstandng 1,823,059,968
Market Cap $206B
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...

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Hcr Wealth Advisors Walt Disney CO Transaction History