SFWA
Summit Financial Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,832
| Closed | -$505K | – | 128 |
|
|
2022
Q3 | $505K | Buy |
4,832
+48
| +1% | +$5.02K | 0.15% | 71 |
|
|
2022
Q2 | $491K | Buy |
4,784
+8
| +0.2% | +$821 | 0.12% | 79 |
|
|
2022
Q1 | $655K | Buy |
4,776
+468
| +11% | +$64.2K | 0.13% | 68 |
|
|
2021
Q4 | $671K | Buy |
4,308
+557
| +15% | +$86.8K | 0.13% | 74 |
|
|
2021
Q3 | $635K | Hold |
3,751
| – | – | 0.14% | 66 |
|
|
2021
Q2 | $659K | Buy |
3,751
+653
| +21% | +$115K | 0.15% | 66 |
|
|
2021
Q1 | $561K | Sell |
3,098
-125
| -4% | -$22.6K | 0.14% | 66 |
|
|
2020
Q4 | $400K | Sell |
3,223
-645
| -17% | -$80.1K | 0.11% | 75 |
|
|
2020
Q3 | $465K | Sell |
3,868
-320
| -8% | -$38.5K | 0.12% | 73 |
|
|
2020
Q2 | $489K | Sell |
4,188
-66
| -2% | -$7.71K | 0.13% | 73 |
|
|
2020
Q1 | $424K | Buy |
4,254
+1,025
| +32% | +$102K | 0.13% | 77 |
|
|
2019
Q4 | $439K | Sell |
3,229
-40
| -1% | -$5.44K | 0.11% | 97 |
|
|
2019
Q3 | $425K | Buy |
3,269
+300
| +10% | +$39K | 0.1% | 105 |
|
|
2019
Q2 | $415K | Hold |
2,969
| – | – | 0.1% | 107 |
|
|
2019
Q1 | $334K | Buy |
2,969
+141
| +5% | +$15.9K | 0.09% | 103 |
|
|
2018
Q4 | $310K | Hold |
2,828
| – | – | 0.1% | 96 |
|
|
2018
Q3 | $320K | Buy |
2,828
+605
| +27% | +$68.5K | 0.1% | 101 |
|
|
2018
Q2 | $223K | Hold |
2,223
| – | – | 0.07% | 119 |
|
|
2018
Q1 | $223K | Sell |
2,223
-50
| -2% | -$5.02K | 0.07% | 127 |
|
|
2017
Q4 | $244K | Buy |
+2,273
| New | +$244K | 0.08% | 119 |
|
|
2017
Q2 | – | Sell |
-1,833
| Closed | -$208K | – | 147 |
|
|
2017
Q1 | $208K | Sell |
1,833
-465
| -20% | -$52.8K | 0.09% | 132 |
|
|
2016
Q4 | $239K | Buy |
2,298
+123
| +6% | +$12.8K | 0.11% | 124 |
|
|
2016
Q3 | $202K | Buy |
2,175
+100
| +5% | +$9.29K | 0.09% | 138 |
|
|
2016
Q2 | $203K | Hold |
2,075
| – | – | 0.08% | 137 |
|
|
2016
Q1 | $206K | Buy |
+2,075
| New | +$206K | 0.09% | 126 |
|