Heritage Wealth Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
1,732
-15
| -0.9% | -$1.86K | 0.01% | 199 |
|
|
2025
Q1 | $172K | Sell |
1,747
-23
| -1% | -$2.27K | 0.01% | 209 |
|
|
2024
Q4 | $197K | Sell |
1,770
-4,681
| -73% | -$521K | 0.01% | 201 |
|
|
2024
Q3 | $621K | Sell |
6,451
-445
| -6% | -$42.8K | 0.03% | 126 |
|
|
2024
Q2 | $685K | Hold |
6,896
| – | – | 0.03% | 111 |
|
|
2024
Q1 | $844K | Sell |
6,896
-213
| -3% | -$26.1K | 0.04% | 97 |
|
|
2023
Q4 | $642K | Sell |
7,109
-1,210
| -15% | -$109K | 0.03% | 125 |
|
|
2023
Q3 | $674K | Sell |
8,319
-204,713
| -96% | -$16.6M | 0.04% | 107 |
|
|
2023
Q2 | $19M | Buy |
213,032
+3,753
| +2% | +$335K | 1.01% | 29 |
|
|
2023
Q1 | $21M | Buy |
209,279
+14,938
| +8% | +$1.5M | 1.17% | 29 |
|
|
2022
Q4 | $16.9M | Buy |
194,341
+4,695
| +2% | +$408K | 0.98% | 29 |
|
|
2022
Q3 | $17.9M | Buy |
189,646
+13,961
| +8% | +$1.32M | 1.3% | 28 |
|
|
2022
Q2 | $16.6M | Buy |
175,685
+53,726
| +44% | +$5.07M | 1.15% | 29 |
|
|
2022
Q1 | $16.7M | Buy |
121,959
+7,558
| +7% | +$1.04M | 0.93% | 29 |
|
|
2021
Q4 | $17.7M | Buy |
114,401
+10,496
| +10% | +$1.63M | 0.97% | 23 |
|
|
2021
Q3 | $17.6M | Buy |
103,905
+3,106
| +3% | +$525K | 1.08% | 21 |
|
|
2021
Q2 | $17.7M | Buy |
100,799
+11,055
| +12% | +$1.94M | 1.09% | 22 |
|
|
2021
Q1 | $16.6M | Sell |
89,744
-752
| -0.8% | -$139K | 1% | 17 |
|
|
2020
Q4 | $16.4M | Buy |
90,496
+20,052
| +28% | +$3.63M | 1.02% | 11 |
|
|
2020
Q3 | $8.74M | Sell |
70,444
-21,163
| -23% | -$2.63M | 1.13% | 26 |
|
|
2020
Q2 | $10.2M | Buy |
91,607
+37,375
| +69% | +$4.17M | 1.43% | 16 |
|
|
2020
Q1 | $5.24M | Buy |
54,232
+16,794
| +45% | +$1.62M | 0.94% | 18 |
|
|
2019
Q4 | $5.41M | Buy |
37,438
+3,919
| +12% | +$567K | 0.72% | 19 |
|
|
2019
Q3 | $4.37M | Buy |
33,519
+2,478
| +8% | +$323K | 0.64% | 23 |
|
|
2019
Q2 | $4.33M | Buy |
31,041
+1,518
| +5% | +$212K | 0.66% | 22 |
|
|
2019
Q1 | $3.28M | Buy |
29,523
+5,331
| +22% | +$592K | 0.54% | 26 |
|
|
2018
Q4 | $2.65M | Buy |
24,192
+1,104
| +5% | +$121K | 0.52% | 27 |
|
|
2018
Q3 | $2.7M | Buy |
23,088
+1,718
| +8% | +$201K | 0.53% | 25 |
|
|
2018
Q2 | $2.23M | Buy |
21,370
+1,193
| +6% | +$125K | 0.84% | 21 |
|
|
2018
Q1 | $2.03M | Buy |
20,177
+1,865
| +10% | +$188K | 0.84% | 23 |
|
|
2017
Q4 | $1.97M | Buy |
18,312
+1,055
| +6% | +$114K | 0.84% | 21 |
|
|
2017
Q3 | $1.7M | Buy |
17,257
+1,694
| +11% | +$167K | 0.86% | 25 |
|
|
2017
Q2 | $1.66M | Buy |
15,563
+627
| +4% | +$66.8K | 0.86% | 26 |
|
|
2017
Q1 | $1.69M | Buy |
14,936
+1,225
| +9% | +$139K | 0.91% | 25 |
|
|
2016
Q4 | $1.43M | Buy |
13,711
+52
| +0.4% | +$5.41K | 0.93% | 17 |
|
|
2016
Q3 | $1.27M | Buy |
13,659
+220
| +2% | +$20.4K | 0.88% | 19 |
|
|
2016
Q2 | $1.32M | Buy |
13,439
+3,788
| +39% | +$371K | 0.89% | 18 |
|
|
2016
Q1 | $962K | Buy |
9,651
+659
| +7% | +$65.7K | 0.75% | 19 |
|
|
2015
Q4 | $946K | Buy |
8,992
+468
| +5% | +$49.2K | 0.8% | 20 |
|
|
2015
Q3 | $870K | Buy |
8,524
+304
| +4% | +$31K | 0.75% | 20 |
|
|
2015
Q2 | $939K | Buy |
8,220
+112
| +1% | +$12.8K | 0.78% | 24 |
|
|
2015
Q1 | $850K | Buy |
8,108
+385
| +5% | +$40.4K | 0.7% | 25 |
|
|
2014
Q4 | $729K | Buy |
7,723
+3,715
| +93% | +$351K | 0.65% | 27 |
|
|
2014
Q3 | $357K | Buy |
4,008
+802
| +25% | +$71.4K | 0.37% | 52 |
|
|
2014
Q2 | $275K | Hold |
3,206
| – | – | 0.29% | 58 |
|
|
2014
Q1 | $256K | Hold |
3,206
| – | – | 0.3% | 59 |
|
|
2013
Q4 | $244K | Buy |
+3,206
| New | +$244K | 0.31% | 58 |
|