Heritage Wealth Advisors Walt Disney CO Transaction History

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Walt Disney CO stock. As of the latest transaction made, Heritage Wealth Advisors holds 6,451 shares of DIS stock, worth $726,124. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,451
Previous 6,896 6.45%
Holding current value
$726,124
Previous $684,000 9.36%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2024
SELL
$85.6 - $98.61 $38,092 - $43,881
-445 Reduced 6.45%
6,451 $620,000
Q1 2024

Dec 12, 2024
SELL
$89.29 - $122.36 $19,018 - $26,062
-213 Reduced 3.0%
6,896 $843,000
Q1 2024

May 08, 2024
SELL
$89.29 - $122.36 $31,162 - $42,703
-349 Reduced 4.82%
6,896 $843,000
Q4 2023

Dec 12, 2024
SELL
$79.32 - $96.06 $95,977 - $116,232
-1,210 Reduced 14.55%
7,109 $641,000
Q4 2023

Feb 09, 2024
SELL
$79.32 - $96.06 $85,189 - $103,168
-1,074 Reduced 12.91%
7,245 $654,000
Q3 2023

Dec 12, 2024
SELL
$79.9 - $91.76 $16.4 Million - $18.8 Million
-204,713 Reduced 96.09%
8,319 $674,000
Q3 2023

Nov 08, 2023
SELL
$79.9 - $91.76 $16.4 Million - $18.8 Million
-204,713 Reduced 96.09%
8,319 $674,000
Q2 2023

Dec 12, 2024
BUY
$87.82 - $102.97 $18.1 Million - $21.3 Million
206,581 Added 3202.31%
213,032 $19 Million
Q2 2023

Aug 09, 2023
BUY
$87.82 - $102.97 $329,588 - $386,446
3,753 Added 1.79%
213,032 $19 Million
Q1 2023

May 04, 2023
BUY
$88.99 - $113.21 $1.33 Million - $1.69 Million
14,938 Added 7.69%
209,279 $21 Million
Q4 2022

Dec 12, 2024
BUY
$84.16 - $106.54 $395,131 - $500,205
4,695 Added 2.48%
194,341 $16.9 Million
Q4 2022

Feb 06, 2023
BUY
$84.16 - $106.54 $395,131 - $500,205
4,695 Added 2.48%
194,341 $16.9 Million
Q3 2022

Dec 12, 2024
BUY
$91.84 - $124.96 $16.8 Million - $22.9 Million
183,195 Added 2839.79%
189,646 $17.9 Million
Q3 2022

Nov 10, 2022
BUY
$91.84 - $124.96 $1.28 Million - $1.74 Million
13,961 Added 7.95%
189,646 $17.9 Million
Q2 2022

Aug 04, 2022
BUY
$93.29 - $138.58 $5.01 Million - $7.45 Million
53,726 Added 44.05%
175,685 $16.6 Million
Q1 2022

May 11, 2022
BUY
$129.03 - $157.89 $975,208 - $1.19 Million
7,558 Added 6.61%
121,959 $16.7 Million
Q4 2021

Feb 02, 2022
BUY
$142.15 - $177.71 $1.49 Million - $1.87 Million
10,496 Added 10.1%
114,401 $17.7 Million
Q3 2021

Nov 02, 2021
BUY
$169.17 - $185.91 $525,442 - $577,436
3,106 Added 3.08%
103,905 $17.6 Million
Q2 2021

Aug 09, 2021
BUY
$169.27 - $189.73 $1.74 Million - $1.95 Million
10,303 Added 11.39%
100,799 $17.7 Million
Q2 2021

Jul 27, 2021
BUY
$169.27 - $189.73 $127,291 - $142,676
752 Added 0.84%
90,496 $16.4 Million
Q1 2021

Apr 27, 2021
SELL
$163.03 - $201.91 $122,598 - $151,836
-752 Reduced 0.83%
89,744 $16.6 Million
Q4 2020

Feb 01, 2021
BUY
$118.47 - $181.18 $2.38 Million - $3.63 Million
20,052 Added 28.47%
90,496 $16.4 Million
Q3 2020

Nov 03, 2020
SELL
$112.18 - $135.54 $2.37 Million - $2.87 Million
-21,163 Reduced 23.1%
70,444 $8.74 Million
Q2 2020

Jul 17, 2020
BUY
$93.88 - $127.28 $8.32 Million - $11.3 Million
88,607 Added 2953.57%
91,607 $10.2 Million
Q2 2020

Jul 17, 2020
SELL
$93.88 - $127.28 $4.81 Million - $6.52 Million
-51,232 Reduced 94.47%
3,000 $10.2 Million
Q1 2020

May 05, 2020
BUY
$85.76 - $148.2 $1.44 Million - $2.49 Million
16,794 Added 44.86%
54,232 $5.24 Million
Q4 2019

Feb 04, 2020
BUY
$128.15 - $151.64 $502,219 - $594,277
3,919 Added 11.69%
37,438 $5.41 Million
Q3 2019

Oct 30, 2019
BUY
$129.96 - $146.39 $322,040 - $362,754
2,478 Added 7.98%
33,519 $4.37 Million
Q2 2019

Aug 05, 2019
BUY
$111.96 - $142.02 $169,955 - $215,586
1,518 Added 5.14%
31,041 $0
Q1 2019

May 06, 2019
BUY
$106.33 - $115.25 $566,845 - $614,397
5,331 Added 22.04%
29,523 $0
Q4 2018

Jan 28, 2019
BUY
$100.35 - $118.9 $110,786 - $131,265
1,104 Added 4.78%
24,192 $2.65 Million
Q3 2018

Nov 14, 2018
BUY
$104.04 - $116.94 $178,740 - $200,902
1,718 Added 8.04%
23,088 $2.7 Million
Q2 2018

Jul 19, 2018
BUY
$98.66 - $108.85 $117,701 - $129,858
1,193 Added 5.91%
21,370 $2.23 Million
Q1 2018

May 10, 2018
BUY
$98.54 - $112.47 $183,777 - $209,756
1,865 Added 10.18%
20,177 $2.03 Million
Q4 2017

Feb 02, 2018
BUY
$96.93 - $111.81 $102,261 - $117,959
1,055 Added 6.11%
18,312 $1.97 Million
Q3 2017

Nov 07, 2017
BUY
$97.06 - $110.61 $1.67 Million - $1.91 Million
17,257
17,257 $1.7 Million

Others Institutions Holding DIS

# of Institutions
3,274
Shares Held
1.19B
Call Options Held
34.5M
Put Options Held
39.9M
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
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email