Regent Peak Wealth Advisors LLC Walt Disney CO Transaction History

Regent Peak Wealth Advisors LLC

  • $509 Million
  • Q3 2025

A detailed history of Regent Peak Wealth Advisors LLC transactions in Walt Disney CO stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 3,724 shares of DIS stock, worth $419,396. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,724
Previous 2,852 30.58%
Holding current value
$419,396
Previous $281,000 51.6%
% of portfolio
0.08%
Previous 0.07%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
BUY
$112.25 - $124.0 $97,882 - $108,128
872 Added 30.58%
3,724 $426,000
Q1 2025

Apr 14, 2025
SELL
$96.87 - $114.0 $6,587 - $7,752
-68 Reduced 2.33%
2,852 $281,000
Q4 2024

Jan 07, 2025
BUY
$92.39 - $117.6 $11,641 - $14,817
126 Added 4.51%
2,920 $325,000
Q3 2024

Oct 16, 2024
SELL
$85.6 - $98.61 $7,703 - $8,874
-90 Reduced 3.12%
2,794 $268,000
Q2 2024

Aug 14, 2024
BUY
$99.29 - $122.82 $8,241 - $10,194
83 Added 2.96%
2,884 $286,000
Q1 2024

May 01, 2024
BUY
$89.29 - $122.36 $8,393 - $11,501
94 Added 3.47%
2,801 $342,000
Q4 2023

Jan 23, 2024
BUY
$79.32 - $96.06 $214,719 - $260,034
2,707 New
2,707 $244,000
Q2 2023

Jul 19, 2023
SELL
$87.82 - $102.97 $23,623 - $27,698
-269 Reduced 10.0%
2,422 $216,000
Q1 2023

Apr 24, 2023
SELL
$88.99 - $113.21 $83,828 - $106,643
-942 Reduced 25.93%
2,691 $269,000
Q4 2022

Feb 08, 2023
SELL
$84.16 - $106.54 $18,346 - $23,225
-218 Reduced 5.66%
3,633 $315,000
Q3 2022

Nov 14, 2022
BUY
$91.84 - $124.96 $51,430 - $69,977
560 Added 17.02%
3,851 $363,000
Q2 2022

Aug 11, 2022
SELL
$93.29 - $138.58 $139,281 - $206,899
-1,493 Reduced 31.21%
3,291 $310,000
Q1 2022

May 03, 2022
BUY
$129.03 - $157.89 $27,741 - $33,946
215 Added 4.71%
4,784 $656,000
Q3 2021

Nov 08, 2021
SELL
$169.17 - $185.91 $67,668 - $74,364
-400 Reduced 8.05%
4,569 $773,000
Q2 2021

Aug 16, 2021
SELL
$169.27 - $189.73 $677 - $758
-4 Reduced 0.08%
4,969 $875,000
Q1 2021

Apr 28, 2021
BUY
$163.03 - $201.91 $104,828 - $129,828
643 Added 14.85%
4,973 $917,000
Q4 2020

Feb 12, 2021
BUY
$118.47 - $181.18 $53,548 - $81,893
452 Added 11.66%
4,330 $785,000
Q3 2020

Nov 04, 2020
BUY
$112.18 - $135.54 $5,272 - $6,370
47 Added 1.23%
3,878 $481,000
Q2 2020

Aug 05, 2020
SELL
$93.88 - $127.28 $20,653 - $28,001
-220 Reduced 5.43%
3,831 $427,000
Q1 2020

Apr 27, 2020
BUY
$85.76 - $148.2 $40,049 - $69,209
467 Added 13.03%
4,051 $391,000
Q4 2019

Feb 14, 2020
BUY
$128.15 - $151.64 $459,289 - $543,477
3,584 New
3,584 $518,000

Others Institutions Holding DIS

# of Institutions
3,648
Shares Held
1.27B
Call Options Held
31.6M
Put Options Held
31.8M
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
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