Summit Wealth Partners’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 | $233K | Buy |
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|
2025
Q2 | $252K | Sell |
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|
2025
Q1 | $203K | Sell |
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|
2024
Q4 | $234K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $263K | Sell |
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|
2023
Q4 | $202K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $210K | Sell |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q3 | $219K | Hold |
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|
2022
Q2 | $219K | Buy |
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|
2022
Q1 | $298K | Sell |
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|
2021
Q4 | $381K | Buy |
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|
2021
Q3 | $414K | Hold |
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|
2021
Q2 | $430K | Buy |
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|
2021
Q1 | $450K | Buy |
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|
2020
Q4 | $406K | Sell |
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|
2020
Q3 | $406K | Sell |
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|
2020
Q2 | $451K | Sell |
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|
2020
Q1 | $415K | Buy |
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|
2019
Q4 | $540K | Buy |
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