SFS
Summit Financial Strategies’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Sell |
3,153
-220
| -7% | -$27.3K | 0.04% | 104 |
|
|
2025
Q1 | $333K | Sell |
3,373
-730
| -18% | -$72K | 0.03% | 109 |
|
|
2024
Q4 | $457K | Hold |
4,103
| – | – | 0.05% | 89 |
|
|
2024
Q3 | $395K | Sell |
4,103
-172
| -4% | -$16.5K | 0.04% | 97 |
|
|
2024
Q2 | $424K | Sell |
4,275
-100
| -2% | -$9.93K | 0.05% | 89 |
|
|
2024
Q1 | $535K | Buy |
4,375
+3
| +0.1% | +$367 | 0.07% | 73 |
|
|
2023
Q4 | $395K | Sell |
4,372
-1,717
| -28% | -$155K | 0.06% | 90 |
|
|
2023
Q3 | $493K | Sell |
6,089
-463
| -7% | -$37.5K | 0.09% | 66 |
|
|
2023
Q2 | $585K | Buy |
6,552
+220
| +3% | +$19.6K | 0.11% | 61 |
|
|
2023
Q1 | $634K | Sell |
6,332
-48
| -0.8% | -$4.81K | 0.12% | 60 |
|
|
2022
Q4 | $554K | Buy |
6,380
+41
| +0.6% | +$3.56K | 0.12% | 58 |
|
|
2022
Q3 | $598K | Buy |
6,339
+66
| +1% | +$6.23K | 0.14% | 52 |
|
|
2022
Q2 | $592K | Sell |
6,273
-212
| -3% | -$20K | 0.14% | 52 |
|
|
2022
Q1 | $889K | Buy |
6,485
+865
| +15% | +$119K | 0.18% | 40 |
|
|
2021
Q4 | $870K | Buy |
5,620
+45
| +0.8% | +$6.97K | 0.17% | 44 |
|
|
2021
Q3 | $943K | Buy |
5,575
+102
| +2% | +$17.3K | 0.18% | 40 |
|
|
2021
Q2 | $962K | Buy |
5,473
+1,616
| +42% | +$284K | 0.19% | 39 |
|
|
2021
Q1 | $712K | Buy |
3,857
+208
| +6% | +$38.4K | 0.25% | 26 |
|
|
2020
Q4 | $661K | Hold |
3,649
| – | – | 0.23% | 35 |
|
|
2020
Q3 | $453K | Buy |
3,649
+114
| +3% | +$14.2K | 0.18% | 38 |
|
|
2020
Q2 | $394K | Buy |
3,535
+1,245
| +54% | +$139K | 0.18% | 39 |
|
|
2020
Q1 | $221K | Sell |
2,290
-17
| -0.7% | -$1.64K | 0.12% | 54 |
|
|
2019
Q4 | $334K | Hold |
2,307
| – | – | 0.16% | 45 |
|
|
2019
Q3 | $301K | Buy |
2,307
+233
| +11% | +$30.4K | 0.14% | 42 |
|
|
2019
Q2 | $290K | Buy |
2,074
+252
| +14% | +$35.2K | 0.14% | 44 |
|
|
2019
Q1 | $202K | Sell |
1,822
-355
| -16% | -$39.4K | 0.1% | 58 |
|
|
2018
Q4 | $239K | Sell |
2,177
-25
| -1% | -$2.75K | 0.13% | 51 |
|
|
2018
Q3 | $258K | Buy |
2,202
+17
| +0.8% | +$1.99K | 0.12% | 48 |
|
|
2018
Q2 | $229K | Sell |
2,185
-12
| -0.5% | -$1.26K | 0.11% | 50 |
|
|
2018
Q1 | $221K | Sell |
2,197
-23
| -1% | -$2.31K | 0.11% | 47 |
|
|
2017
Q4 | $239K | Buy |
2,220
+79
| +4% | +$8.51K | 0.13% | 48 |
|
|
2017
Q3 | $211K | Buy |
2,141
+47
| +2% | +$4.63K | 0.12% | 48 |
|
|
2017
Q2 | $222K | Sell |
2,094
-102
| -5% | -$10.8K | 0.13% | 46 |
|
|
2017
Q1 | $249K | Buy |
2,196
+23
| +1% | +$2.61K | 0.18% | 30 |
|
|
2016
Q4 | $226K | Buy |
2,173
+20
| +0.9% | +$2.08K | 0.15% | 39 |
|
|
2016
Q3 | $200K | Sell |
2,153
-84
| -4% | -$7.8K | 0.14% | 42 |
|
|
2016
Q2 | $219K | Hold |
2,237
| – | – | 0.16% | 38 |
|
|
2016
Q1 | $222K | Sell |
2,237
-75
| -3% | -$7.44K | 0.16% | 37 |
|
|
2015
Q4 | $243K | Buy |
2,312
+8
| +0.3% | +$841 | 0.19% | 41 |
|
|
2015
Q3 | $236K | Buy |
2,304
+2
| +0.1% | +$205 | 0.2% | 42 |
|
|
2015
Q2 | $263K | Buy |
2,302
+175
| +8% | +$20K | 0.21% | 38 |
|
|
2015
Q1 | $223K | Buy |
+2,127
| New | +$223K | 0.18% | 38 |
|