Summit Financial’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
$5.09M Buy
2025
Q1
$3.54M Buy
2024
Q4
$3.81M Buy
2024
Q3
$2.89M Buy
2024
Q2
$2.09M Buy
2024
Q1
$1.43M Sell
2023
Q4
$1.16M Sell
2023
Q3
$1.11M Sell
2023
Q2
$1.23M Buy
2023
Q1
$1.07M Sell
2022
Q4
$958K Sell
2022
Q3
$1.04M Sell
2022
Q2
$1.07M Buy
2022
Q1
$1.52M Buy
2021
Q4
$1.29M Buy
2021
Q3
$771K Buy
2021
Q2
$614K Buy