Heritage Wealth Management, LLC Walt Disney CO Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$84.16 - $106.54 $34,589 - $43,787	411 Added 60.35%	1,092 $94,000
Q3 2022 Nov 14, 2022	SELL	$91.84 - $124.96 $14,602 - $19,868	-159 Reduced 18.93%	681 $64,000
Q2 2022 Aug 15, 2022	SELL	$93.29 - $138.58 $19,684 - $29,240	-211 Reduced 20.08%	840 $79,000
Q1 2022 Aug 15, 2022	BUY	$129.03 - $157.89 $645 - $789	5 Added 0.48%	1,051 $144,000
Q3 2021 Nov 10, 2021	SELL	$169.17 - $185.91 $29,435 - $32,348	-174 Reduced 14.26%	1,046 $177,000
Q2 2021 Aug 11, 2021	BUY	$169.27 - $189.73 $206,509 - $231,470	1,220 New	1,220 $214,000

3,343

1.21B

24.1M

31.7M

Ticker DIS
Exchange NYSE
Sector Communication Services
Industry Entertainment
Shares Outstandng 1,823,059,968
Market Cap $170B
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...

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

Stay updated on Heritage Wealth Management, LLC with notifications on news.