Summit Wealth & Retirement Planning’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 | $322K | Buy |
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|
2025
Q2 | $347K | Buy |
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|
2025
Q1 | $266K | Buy |
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|
2024
Q4 | $278K | Hold |
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|
2024
Q3 | $240K | Sell |
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|
2024
Q2 | $331K | Hold |
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|
2024
Q1 | $408K | Buy |
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|
2023
Q4 | $264K | Hold |
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|
2023
Q3 | $237K | Hold |
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|
2023
Q2 | $262K | Sell |
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|
2023
Q1 | $298K | Buy |
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|
2022
Q4 | $254K | Hold |
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|
2022
Q3 | $276K | Hold |
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|
2022
Q2 | $277K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $938K | Hold |
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|
2020
Q3 | $643K | Sell |
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|
2020
Q2 | $583K | Sell |
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|
2020
Q1 | $703K | Buy |
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|
2019
Q4 | $974K | Sell |
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|
2019
Q3 | $948K | Sell |
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|
2019
Q2 | $1.08M | Sell |
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|
2019
Q1 | $1.18M | Buy |
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|
2018
Q4 | $1.13M | Buy |
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