Hhm Wealth Advisors, LLC Walt Disney CO Transaction History

Hhm Wealth Advisors, LLC

$831 Million
Q2 2025

A detailed history of Hhm Wealth Advisors, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 5,499 shares of DIS stock, worth $615,668. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,499

Previous 5,542 0.78%

Holding current value

$615,668

Previous $546,000 24.73%

% of portfolio

0.08%

Previous 0.07%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$81.72 - $124.01 $3,513 - $5,332	-43 Reduced 0.78%	5,499 $681,000
Q1 2025 May 08, 2025	SELL	$96.87 - $114.0 $3,293 - $3,876	-34 Reduced 0.61%	5,542 $546,000
Q4 2024 Jan 24, 2025	BUY	$92.39 - $117.6 $356,902 - $454,288	3,863 Added 225.51%	5,576 $620,000
Q3 2024 Nov 12, 2024	SELL	$85.6 - $98.61 $10,015 - $11,537	-117 Reduced 6.39%	1,713 $164,000
Q2 2024 Aug 07, 2024	BUY	$99.29 - $122.82 $11,517 - $14,247	116 Added 6.77%	1,830 $181,000
Q1 2024 May 14, 2024	BUY	$89.29 - $122.36 $2,857 - $3,915	32 Added 1.9%	1,714 $209,000
Q4 2023 Feb 05, 2024	SELL	$79.32 - $96.06 $7,456 - $9,029	-94 Reduced 5.29%	1,682 $151,000
Q3 2023 Nov 03, 2023	SELL	$79.9 - $91.76 $3,355 - $3,853	-42 Reduced 2.31%	1,776 $143,000
Q2 2023 Aug 11, 2023	BUY	$87.82 - $102.97 $2,985 - $3,500	34 Added 1.91%	1,818 $162,000
Q1 2023 May 02, 2023	SELL	$88.99 - $113.21 $3,114 - $3,962	-35 Reduced 1.92%	1,784 $178,000
Q4 2022 Jan 19, 2023	SELL	$84.16 - $106.54 $43,763 - $55,400	-520 Reduced 22.23%	1,819 $0
Q3 2022 Nov 04, 2022	SELL	$91.84 - $124.96 $75,768 - $103,092	-825 Reduced 26.07%	2,339 $221,000
Q2 2022 Aug 08, 2022	SELL	$93.29 - $138.58 $121,743 - $180,846	-1,305 Reduced 29.2%	3,164 $299,000
Q1 2022 Apr 27, 2022	BUY	$129.03 - $157.89 $10,709 - $13,104	83 Added 1.89%	4,469 $613,000
Q4 2021 Feb 03, 2022	BUY	$142.15 - $177.71 $75,623 - $94,541	532 Added 13.8%	4,386 $679,000
Q3 2021 Nov 02, 2021	BUY	$169.17 - $185.91 $3,552 - $3,904	21 Added 0.55%	3,854 $652,000
Q2 2021 Jul 27, 2021	BUY	$169.27 - $189.73 $68,215 - $76,461	403 Added 11.75%	3,833 $674,000
Q1 2021 Apr 23, 2021	BUY	$163.03 - $201.91 $326 - $403	2 Added 0.06%	3,430 $633,000
Q4 2020 Jan 28, 2021	BUY	$118.47 - $181.18 $56,984 - $87,147	481 Added 16.32%	3,428 $621,000
Q3 2020 Nov 12, 2020	BUY	$112.18 - $135.54 $82,564 - $99,757	736 Added 33.29%	2,947 $366,000
Q2 2020 Aug 13, 2020	BUY	$93.88 - $127.28 $6,571 - $8,909	70 Added 3.27%	2,211 $247,000
Q1 2020 May 12, 2020	SELL	$85.76 - $148.2 $60,032 - $103,739	-700 Reduced 24.64%	2,141 $207,000
Q4 2019 Feb 12, 2020	BUY	$128.15 - $151.64 $364,074 - $430,809	2,841 New	2,841 $411,000

Others Institutions Holding DIS

# of Institutions

3,664

Shares Held

1.28B

Call Options Held

31.6M

Put Options Held

31.9M

View Full List

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...

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Hhm Wealth Advisors, LLC Walt Disney CO Transaction History