HERITAGE WEALTH ADVISORS – The Walt Disney Company Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$17.88M
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-0.07%
quarter
The Walt Disney Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.95% | 13.96K shares | 1.30M | $94.33 | 189.64K |
| Q2 2022 | share | Increase | +44.05% | 53.72K shares | -143K | $94.4 | 175.68K |
| Q1 2022 | share | Increase | +6.61% | 7.55K shares | -992K | $137.16 | 121.95K |
| Q4 2021 | share | Increase | +10.10% | 10.49K shares | 142.03K | $155.93 | 114.40K |
| Q3 2021 | share | Increase | +3.08% | 3.10K shares | -139.82K | $169.17 | 103.90K |
| Q2 2021 | share | Increase | +12.32% | 11.05K shares | 1.15M | $175.77 | 100.79K |
| Q1 2021 | share | Decrease | -0.83% | -752 shares | 163.64K | $184.52 | 89.74K |
| Q4 2020 | share | Increase | +28.47% | 20.05K shares | 7.65M | $181.18 | 90.49K |
| Q3 2020 | share | Decrease | -23.10% | -21.16K shares | -1.47M | $124.08 | 70.44K |
| Q2 2020 | share | Increase | +68.92% | 37.37K shares | 4.97M | $111.51 | 91.60K |
| Q1 2020 | share | Increase | +44.86% | 16.79K shares | -175.81K | $96.6 | 54.23K |
| Q4 2019 | share | Increase | +11.69% | 3.91K shares | 1.04M | $144.63 | 37.43K |
| Q3 2019 | share | Increase | +7.98% | 2.47K shares | 33.42K | $129.54 | 33.51K |
| Q2 2019 | share | Increase | +5.14% | 1.51K shares | 1.05M | $137.95 | 31.04K |
| Q1 2019 | share | Increase | +22.04% | 5.33K shares | 625.98K | $109.69 | 29.52K |
| Q4 2018 | share | Increase | +4.78% | 1.10K shares | -47K | $108.33 | 24.19K |
| Q3 2018 | share | Increase | +8.04% | 1.71K shares | 465K | $114.63 | 23.08K |
| Q2 2018 | share | Increase | +5.91% | 1.19K shares | 203K | $101.92 | 21.37K |
| Q1 2018 | share | Increase | +10.18% | 1.86K shares | 57K | $97.67 | 20.17K |
| Q4 2017 | share | Increase | +6.11% | 1.05K shares | 273K | $104.55 | 18.31K |
| Q3 2017 | share | Increase | +10.88% | 1.69K shares | 44K | $95.09 | 17.25K |
| Q2 2017 | share | Increase | +4.20% | 627 shares | -35K | $101.73 | 15.56K |
| Q1 2017 | share | Increase | +8.93% | 1.22K shares | 265K | $108.56 | 14.93K |
| Q4 2016 | share | Increase | +0.38% | 52 shares | 159K | $99.78 | 13.71K |
| Q3 2016 | share | Increase | +1.64% | 220 shares | -49K | $88.24 | 13.65K |
| Q2 2016 | share | Increase | +39.25% | 3.78K shares | 355K | $92.29 | 13.43K |
| Q1 2016 | share | Increase | +7.33% | 659 shares | 16K | $93.69 | 9.65K |