Summit Place Financial Advisors’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
Q3 | $3.79M | Sell |
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|
2025
Q2 | $4.13M | Buy |
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|
2025
Q1 | $3.27M | Buy |
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|
2024
Q4 | $3.6M | Sell |
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|
2024
Q3 | $3.15M | Buy |
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|
2024
Q2 | $3.08M | Sell |
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|
2024
Q1 | $3.99M | Sell |
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|
2023
Q4 | $2.99M | Buy |
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|
2023
Q3 | $2.4M | Buy |
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|
2023
Q2 | $2.64M | Buy |
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|
2023
Q1 | $2.77M | Buy |
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|
2022
Q4 | $2.35M | Buy |
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|
2022
Q3 | $1.91M | Buy |
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|
2022
Q2 | $1.56M | Buy |
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|
2022
Q1 | $2.17M | Buy |
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|
2021
Q4 | $2.26M | Buy |
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|
2021
Q3 | $2.31M | Buy |
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|
2021
Q2 | $2.12M | Buy |
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|
2021
Q1 | $1.98M | Sell |
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|
2020
Q4 | $2.34M | Sell |
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|
2020
Q3 | $1.69M | Sell |
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|
2020
Q2 | $1.79M | Sell |
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|
2020
Q1 | $1.77M | Buy |
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|
2019
Q4 | $1.73M | Buy |
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