Summit Asset Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $212K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $330K | Sell |
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|
2023
Q4 | $507K | Buy |
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|
2023
Q3 | $420K | Buy |
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|
2023
Q2 | $382K | Buy |
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|
2023
Q1 | $396K | Sell |
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|
2022
Q4 | $344K | Sell |
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|
2022
Q3 | $398K | Buy |
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|
2022
Q2 | $393K | Buy |
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|
2022
Q1 | $454K | Hold |
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|
2021
Q4 | $513K | Buy |
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|
2021
Q3 | $454K | Buy |
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|
2021
Q2 | $467K | Buy |
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|
2021
Q1 | $451K | Buy |
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|
2020
Q4 | $441K | Buy |
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|
2020
Q3 | $301K | Sell |
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|
2020
Q2 | $272K | Buy |
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|
2020
Q1 | $202K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $209K | Buy |
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