Summit Financial’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.09M | Buy |
40,854
+5,019
| +14% | +$625K | 0.12% | 160 |
|
|
2025
Q1 | $3.54M | Buy |
35,835
+1,736
| +5% | +$171K | 0.1% | 174 |
|
|
2024
Q4 | $3.81M | Buy |
34,099
+4,103
| +14% | +$459K | 0.13% | 134 |
|
|
2024
Q3 | $2.89M | Buy |
29,996
+8,989
| +43% | +$865K | 0.11% | 144 |
|
|
2024
Q2 | $2.09M | Buy |
21,007
+9,321
| +80% | +$926K | 0.1% | 152 |
|
|
2024
Q1 | $1.43M | Sell |
11,686
-1,068
| -8% | -$131K | 0.08% | 143 |
|
|
2023
Q4 | $1.16M | Sell |
12,754
-897
| -7% | -$81.3K | 0.08% | 159 |
|
|
2023
Q3 | $1.11M | Sell |
13,651
-76
| -0.6% | -$6.16K | 0.08% | 154 |
|
|
2023
Q2 | $1.23M | Buy |
13,727
+3,056
| +29% | +$273K | 0.09% | 134 |
|
|
2023
Q1 | $1.07M | Sell |
10,671
-352
| -3% | -$35.2K | 0.09% | 111 |
|
|
2022
Q4 | $958K | Sell |
11,023
-44
| -0.4% | -$3.82K | 0.09% | 116 |
|
|
2022
Q3 | $1.04M | Sell |
11,067
-273
| -2% | -$25.8K | 0.1% | 104 |
|
|
2022
Q2 | $1.07M | Buy |
11,340
+225
| +2% | +$21.2K | 0.1% | 92 |
|
|
2022
Q1 | $1.52M | Buy |
11,115
+2,759
| +33% | +$378K | 0.12% | 81 |
|
|
2021
Q4 | $1.29M | Buy |
8,356
+3,799
| +83% | +$588K | 0.1% | 89 |
|
|
2021
Q3 | $771K | Buy |
4,557
+1,063
| +30% | +$180K | 0.07% | 95 |
|
|
2021
Q2 | $614K | Buy |
+3,494
| New | +$614K | 0.06% | 73 |
|