A detailed history of Heartwood Wealth Advisors LLC transactions in Walt Disney CO stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,474 shares of DIS stock, worth $277,162. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,474
Previous 2,863 13.59%
Holding current value
$277,162
Previous $284,000 16.55%
% of portfolio
0.03%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

SELL
$85.6 - $98.61 $33,298 - $38,359
-389 Reduced 13.59%
2,474 $237,000
Q2 2024

Jul 09, 2024

BUY
$99.29 - $122.82 $70,098 - $86,710
706 Added 32.73%
2,863 $284,000
Q1 2024

Apr 02, 2024

BUY
$89.29 - $122.36 $192,598 - $263,930
2,157 New
2,157 $263,000
Q2 2022

Jul 25, 2022

SELL
$93.29 - $138.58 $215,779 - $320,535
-2,313 Closed
0 $0
Q1 2022

Apr 26, 2022

BUY
$129.03 - $157.89 $43,741 - $53,524
339 Added 17.17%
2,313 $317,000
Q4 2021

Jan 12, 2022

BUY
$142.15 - $177.71 $74,486 - $93,120
524 Added 36.14%
1,974 $306,000
Q3 2021

Oct 12, 2021

BUY
$169.17 - $185.91 $4,229 - $4,647
25 Added 1.75%
1,450 $245,000
Q4 2020

Jan 26, 2021

BUY
$118.47 - $181.18 $168,819 - $258,181
1,425 New
1,425 $258,000

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 $204B
  • 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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