A detailed history of Wealthcare Advisory Partners LLC transactions in Walt Disney CO stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 29,472 shares of DIS stock, worth $2.89 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
29,472
Previous 28,543 3.25%
Holding current value
$2.89 Million
Previous $2.58 Million 39.93%
% of portfolio
0.12%
Previous 0.1%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$89.29 - $122.36 $82,950 - $113,672
929 Added 3.25%
29,472 $3.61 Million
Q4 2023

Feb 06, 2024

SELL
$79.32 - $96.06 $64,963 - $78,673
-819 Reduced 2.79%
28,543 $2.58 Million
Q3 2023

Oct 12, 2023

SELL
$79.9 - $91.76 $266,226 - $305,744
-3,332 Reduced 10.19%
29,362 $2.38 Million
Q2 2023

Jul 17, 2023

SELL
$87.82 - $102.97 $431,108 - $505,479
-4,909 Reduced 13.05%
32,694 $2.92 Million
Q1 2023

May 04, 2023

SELL
$88.99 - $113.21 $2,580 - $3,283
-29 Reduced 0.08%
37,603 $3.77 Million
Q4 2022

Feb 13, 2023

BUY
$84.16 - $106.54 $50,327 - $63,710
598 Added 1.61%
37,632 $3.27 Million
Q3 2022

Nov 14, 2022

BUY
$91.84 - $124.96 $75,951 - $103,341
827 Added 2.28%
37,034 $3.49 Million
Q2 2022

Aug 15, 2022

BUY
$93.29 - $138.58 $326,794 - $485,445
3,503 Added 10.71%
36,207 $3.42 Million
Q1 2022

Apr 15, 2022

BUY
$129.03 - $157.89 $108,256 - $132,469
839 Added 2.63%
32,704 $4.49 Million
Q4 2021

Feb 11, 2022

BUY
$142.15 - $177.71 $151,105 - $188,905
1,063 Added 3.45%
31,865 $4.94 Million
Q3 2021

Nov 15, 2021

BUY
$169.17 - $185.91 $140,241 - $154,119
829 Added 2.77%
30,802 $5.21 Million
Q2 2021

Aug 16, 2021

BUY
$169.27 - $189.73 $197,368 - $221,225
1,166 Added 4.05%
29,973 $5.27 Million
Q1 2021

Apr 30, 2021

BUY
$163.03 - $201.91 $323,777 - $400,993
1,986 Added 7.4%
28,807 $5.32 Million
Q4 2020

Feb 12, 2021

BUY
$118.47 - $181.18 $43,596 - $66,674
368 Added 1.39%
26,821 $4.86 Million
Q3 2020

Oct 29, 2020

BUY
$112.18 - $135.54 $2,243 - $2,710
20 Added 0.08%
26,453 $3.28 Million
Q2 2020

Jul 29, 2020

BUY
$93.88 - $127.28 $1.18 Million - $1.6 Million
12,572 Added 90.7%
26,433 $2.95 Million
Q1 2020

Apr 29, 2020

BUY
$85.76 - $148.2 $452,727 - $782,347
5,279 Added 61.51%
13,861 $1.34 Million
Q4 2019

Jan 29, 2020

BUY
$128.15 - $151.64 $45,749 - $54,135
357 Added 4.34%
8,582 $1.24 Million
Q3 2019

Oct 17, 2019

BUY
$129.96 - $146.39 $241,465 - $271,992
1,858 Added 29.18%
8,225 $1.07 Million
Q2 2019

Jul 30, 2019

BUY
$111.96 - $142.02 $32,020 - $40,617
286 Added 4.7%
6,367 $889,000
Q1 2019

May 13, 2019

BUY
$106.33 - $115.25 $25,944 - $28,121
244 Added 4.18%
6,081 $675,000
Q4 2018

Feb 14, 2019

SELL
$100.35 - $118.9 $5,318 - $6,301
-53 Reduced 0.9%
5,837 $640,000
Q3 2018

Nov 14, 2018

BUY
$104.04 - $116.94 $624 - $701
6 Added 0.1%
5,890 $689,000
Q2 2018

Aug 14, 2018

BUY
$98.66 - $108.85 $251,089 - $277,023
2,545 Added 76.22%
5,884 $617,000
Q1 2018

May 15, 2018

BUY
$98.54 - $112.47 $148,401 - $169,379
1,506 Added 82.16%
3,339 $335,000
Q4 2017

Feb 14, 2018

BUY
$96.93 - $111.81 $37,802 - $43,605
390 Added 27.03%
1,833 $197,000
Q3 2017

Nov 15, 2017

BUY
$97.06 - $110.61 $140,057 - $159,610
1,443
1,443 $142,000

Others Institutions Holding DIS

About Walt Disney Co


  • Ticker DIS
  • Exchange NYSE
  • Sector Communication Services
  • Industry Entertainment
  • Shares Outstandng 1,823,059,968
  • Market Cap $179B
  • 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
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.