Roberts Wealth Advisors, LLC Walt Disney CO Transaction History

Roberts Wealth Advisors, LLC

$325 Million
Q2 2025

A detailed history of Roberts Wealth Advisors, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 48,521 shares of DIS stock, worth $5.82 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

48,521

Previous 47,622 1.89%

Holding current value

$5.82 Million

Previous $4.7 Million 28.02%

% of portfolio

1.85%

Previous 1.57%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$81.72 - $124.01 $73,466 - $111,484	899 Added 1.89%	48,521 $6.02 Million
Q1 2025 Apr 21, 2025	SELL	$96.87 - $114.0 $68,487 - $80,598	-707 Reduced 1.46%	47,622 $4.7 Million
Q4 2024 Jan 16, 2025	BUY	$92.39 - $117.6 $177,850 - $226,380	1,925 Added 4.15%	48,329 $5.38 Million
Q3 2024 Oct 15, 2024	BUY	$85.6 - $98.61 $681,632 - $785,231	7,963 Added 20.71%	46,404 $4.46 Million
Q2 2024 Aug 13, 2024	BUY	$99.29 - $122.82 $175,445 - $217,022	1,767 Added 4.82%	38,441 $3.82 Million
Q1 2024 Apr 17, 2024	BUY	$89.29 - $122.36 $170,186 - $233,218	1,906 Added 5.48%	36,674 $4.49 Million
Q4 2023 Jan 17, 2024	SELL	$79.32 - $96.06 $7,694 - $9,317	-97 Reduced 0.28%	34,768 $9.33 Million
Q3 2023 Oct 17, 2023	BUY	$79.9 - $91.76 $179,934 - $206,643	2,252 Added 6.91%	34,865 $2.83 Million
Q2 2023 Jul 12, 2023	BUY	$87.82 - $102.97 $170,282 - $199,658	1,939 Added 6.32%	32,613 $2.91 Million
Q1 2023 Apr 11, 2023	BUY	$88.99 - $113.21 $117,733 - $149,776	1,323 Added 4.51%	30,674 $3.07 Million
Q4 2022 Jan 10, 2023	SELL	$84.16 - $106.54 $232,534 - $294,370	-2,763 Reduced 8.6%	29,351 $0
Q3 2022 Oct 13, 2022	BUY	$91.84 - $124.96 $177,710 - $241,797	1,935 Added 6.41%	32,114 $3.21 Million
Q2 2022 Jul 11, 2022	BUY	$93.29 - $138.58 $164,843 - $244,870	1,767 Added 6.22%	30,179 $2.89 Million
Q1 2022 Apr 12, 2022	BUY	$129.03 - $157.89 $163,868 - $200,520	1,270 Added 4.68%	28,412 $3.89 Million
Q4 2021 Jan 12, 2022	BUY	$142.15 - $177.71 $230,709 - $288,423	1,623 Added 6.36%	27,142 $4.26 Million
Q3 2021 Oct 12, 2021	BUY	$169.17 - $185.91 $4.32 Million - $4.74 Million	25,519 New	25,519 $4.32 Million

Others Institutions Holding DIS

# of Institutions

3,593

Shares Held

1.28B

Call Options Held

24.8M

Put Options Held

30.7M

View Full List

About Walt Disney Co

Ticker DIS
Exchange NYSE
Sector Communication Services
Industry Entertainment
Shares Outstandng 1,823,059,968
Market Cap $219B
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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Roberts Wealth Advisors, LLC Walt Disney CO Transaction History