Summit Place Financial Advisors’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 | $4.13M | Buy |
33,279
+111
| +0.3% | +$13.8K | 2.08% | 12 |
|
|
2025
Q1 | $3.27M | Buy |
33,168
+859
| +3% | +$84.8K | 1.85% | 18 |
|
|
2024
Q4 | $3.6M | Sell |
32,309
-459
| -1% | -$51.1K | 2.05% | 15 |
|
|
2024
Q3 | $3.15M | Buy |
32,768
+1,736
| +6% | +$167K | 1.76% | 22 |
|
|
2024
Q2 | $3.08M | Sell |
31,032
-1,592
| -5% | -$158K | 1.82% | 20 |
|
|
2024
Q1 | $3.99M | Sell |
32,624
-539
| -2% | -$66K | 2.34% | 5 |
|
|
2023
Q4 | $2.99M | Buy |
33,163
+3,530
| +12% | +$319K | 1.96% | 18 |
|
|
2023
Q3 | $2.4M | Buy |
29,633
+51
| +0.2% | +$4.13K | 1.71% | 20 |
|
|
2023
Q2 | $2.64M | Buy |
29,582
+1,948
| +7% | +$174K | 1.71% | 18 |
|
|
2023
Q1 | $2.77M | Buy |
27,634
+551
| +2% | +$55.2K | 1.96% | 12 |
|
|
2022
Q4 | $2.35M | Buy |
27,083
+6,794
| +33% | +$590K | 1.94% | 19 |
|
|
2022
Q3 | $1.91M | Buy |
20,289
+3,810
| +23% | +$359K | 1.78% | 22 |
|
|
2022
Q2 | $1.56M | Buy |
16,479
+665
| +4% | +$62.8K | 1.31% | 31 |
|
|
2022
Q1 | $2.17M | Buy |
15,814
+1,210
| +8% | +$166K | 1.46% | 22 |
|
|
2021
Q4 | $2.26M | Buy |
14,604
+938
| +7% | +$145K | 1.56% | 27 |
|
|
2021
Q3 | $2.31M | Buy |
13,666
+1,590
| +13% | +$269K | 1.69% | 18 |
|
|
2021
Q2 | $2.12M | Buy |
12,076
+1,355
| +13% | +$238K | 1.56% | 29 |
|
|
2021
Q1 | $1.98M | Sell |
10,721
-2,175
| -17% | -$401K | 1.59% | 22 |
|
|
2020
Q4 | $2.34M | Sell |
12,896
-700
| -5% | -$127K | 2.03% | 8 |
|
|
2020
Q3 | $1.69M | Sell |
13,596
-2,430
| -15% | -$302K | 1.69% | 25 |
|
|
2020
Q2 | $1.79M | Sell |
16,026
-2,285
| -12% | -$255K | 2.83% | 12 |
|
|
2020
Q1 | $1.77M | Buy |
18,311
+6,331
| +53% | +$612K | 3.78% | 6 |
|
|
2019
Q4 | $1.73M | Buy |
+11,980
| New | +$1.73M | 2.74% | 12 |
|