SWP
Summit Wealth Partners’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
2,033
-26
| -1% | -$3.22K | 0.05% | 194 |
|
|
2025
Q1 | $203K | Sell |
2,059
-46
| -2% | -$4.54K | 0.04% | 208 |
|
|
2024
Q4 | $234K | Buy |
+2,105
| New | +$234K | 0.05% | 184 |
|
|
2024
Q2 | – | Sell |
-2,149
| Closed | -$263K | – | 225 |
|
|
2024
Q1 | $263K | Sell |
2,149
-90
| -4% | -$11K | 0.06% | 193 |
|
|
2023
Q4 | $202K | Buy |
+2,239
| New | +$202K | 0.05% | 208 |
|
|
2023
Q2 | – | Sell |
-2,096
| Closed | -$210K | – | 186 |
|
|
2023
Q1 | $210K | Sell |
2,096
-379
| -15% | -$37.9K | 0.05% | 177 |
|
|
2022
Q4 | $215K | Buy |
2,475
+150
| +6% | +$13K | 0.06% | 166 |
|
|
2022
Q3 | $219K | Hold |
2,325
| – | – | 0.06% | 146 |
|
|
2022
Q2 | $219K | Buy |
2,325
+150
| +7% | +$14.2K | 0.06% | 152 |
|
|
2022
Q1 | $298K | Sell |
2,175
-288
| -12% | -$39.5K | 0.07% | 129 |
|
|
2021
Q4 | $381K | Buy |
2,463
+14
| +0.6% | +$2.17K | 0.08% | 112 |
|
|
2021
Q3 | $414K | Hold |
2,449
| – | – | 0.1% | 101 |
|
|
2021
Q2 | $430K | Buy |
2,449
+10
| +0.4% | +$1.76K | 0.1% | 102 |
|
|
2021
Q1 | $450K | Buy |
2,439
+200
| +9% | +$36.9K | 0.12% | 95 |
|
|
2020
Q4 | $406K | Sell |
2,239
-1,033
| -32% | -$187K | 0.11% | 98 |
|
|
2020
Q3 | $406K | Sell |
3,272
-775
| -19% | -$96.2K | 0.12% | 100 |
|
|
2020
Q2 | $451K | Sell |
4,047
-247
| -6% | -$27.5K | 0.15% | 93 |
|
|
2020
Q1 | $415K | Buy |
4,294
+562
| +15% | +$54.3K | 0.17% | 70 |
|
|
2019
Q4 | $540K | Buy |
+3,732
| New | +$540K | 0.19% | 61 |
|