Summit Financial Strategies’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 | $391K | Sell |
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|
2025
Q1 | $333K | Sell |
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|
2024
Q4 | $457K | Hold |
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|
2024
Q3 | $395K | Sell |
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|
2024
Q2 | $424K | Sell |
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|
2024
Q1 | $535K | Buy |
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|
2023
Q4 | $395K | Sell |
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|
2023
Q3 | $493K | Sell |
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|
2023
Q2 | $585K | Buy |
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|
2023
Q1 | $634K | Sell |
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|
2022
Q4 | $554K | Buy |
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|
2022
Q3 | $598K | Buy |
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|
2022
Q2 | $592K | Sell |
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|
2022
Q1 | $889K | Buy |
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|
2021
Q4 | $870K | Buy |
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|
2021
Q3 | $943K | Buy |
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|
2021
Q2 | $962K | Buy |
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|
2021
Q1 | $712K | Buy |
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|
2020
Q4 | $661K | Hold |
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|
2020
Q3 | $453K | Buy |
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|
2020
Q2 | $394K | Buy |
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|
2020
Q1 | $221K | Sell |
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|
2019
Q4 | $334K | Hold |
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|
2019
Q3 | $301K | Buy |
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|
2019
Q2 | $290K | Buy |
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|
2019
Q1 | $202K | Sell |
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|
2018
Q4 | $239K | Sell |
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|
2018
Q3 | $258K | Buy |
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|
2018
Q2 | $229K | Sell |
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|
2018
Q1 | $221K | Sell |
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|
2017
Q4 | $239K | Buy |
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|
2017
Q3 | $211K | Buy |
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|
2017
Q2 | $222K | Sell |
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|
2017
Q1 | $249K | Buy |
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|
2016
Q4 | $226K | Buy |
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|
2016
Q3 | $200K | Sell |
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|
2016
Q2 | $219K | Hold |
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|
2016
Q1 | $222K | Sell |
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|
2015
Q4 | $243K | Buy |
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|
2015
Q3 | $236K | Buy |
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|
2015
Q2 | $263K | Buy |
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|
2015
Q1 | $223K | Buy |
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