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 $740,058. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,451
Previous 6,896 6.45%
Holding current value
$740,058
Previous $684,000 9.36%
% of portfolio
0.03%
Previous 0.03%

Shares

30 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

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

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

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

Feb 06, 2023
BUY
$84.16 - $106.54 $395,131 - $500,205
4,695 Added 2.48%
194,341 $16.9 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
3,270
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 $209B
  • 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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