Summit Wealth Partners, LLC Walt Disney CO Transaction History

Summit Wealth Partners, LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Sep 11, 2024	SELL	$99.29 - $122.82 $213,374 - $263,940	-2,149 Closed	0 $0
Q1 2024 Sep 11, 2024	SELL	$89.29 - $122.36 $8,036 - $11,012	-90 Reduced 4.02%	2,149 $263 Million
Q4 2023 Sep 11, 2024	BUY	$79.32 - $96.06 $177,597 - $215,078	2,239 New	2,239 $202 Million
Q2 2023 Sep 11, 2024	SELL	$87.82 - $102.97 $184,070 - $215,825	-2,096 Closed	0 $0
Q1 2023 Sep 11, 2024	SELL	$88.99 - $113.21 $33,727 - $42,906	-379 Reduced 15.31%	2,096 $210 Million
Q4 2022 Sep 11, 2024	BUY	$84.16 - $106.54 $12,624 - $15,981	150 Added 6.45%	2,475 $215 Million
Q2 2022 Sep 11, 2024	BUY	$93.29 - $138.58 $13,993 - $20,787	150 Added 6.9%	2,325 $219 Million
Q1 2022 Sep 11, 2024	SELL	$129.03 - $157.89 $37,160 - $45,472	-288 Reduced 11.69%	2,175 $298 Million
Q4 2021 Sep 10, 2024	BUY	$142.15 - $177.71 $1,990 - $2,487	14 Added 0.57%	2,463 $381 Million
Q2 2021 Sep 10, 2024	BUY	$169.27 - $189.73 $1,692 - $1,897	10 Added 0.41%	2,449 $430 Million
Q1 2021 Sep 10, 2024	BUY	$163.03 - $201.91 $32,606 - $40,382	200 Added 8.93%	2,439 $450 Million
Q4 2020 Sep 10, 2024	SELL	$118.47 - $181.18 $122,379 - $187,158	-1,033 Reduced 31.57%	2,239 $406 Million
Q3 2020 Sep 10, 2024	SELL	$112.18 - $135.54 $86,939 - $105,043	-775 Reduced 19.15%	3,272 $406 Million
Q2 2020 Sep 10, 2024	SELL	$93.88 - $127.28 $23,188 - $31,438	-247 Reduced 5.75%	4,047 $451 Million
Q1 2020 Sep 10, 2024	BUY	$85.76 - $148.2 $48,197 - $83,288	562 Added 15.06%	4,294 $415 Million
Q4 2019 Sep 09, 2024	BUY	$128.15 - $151.64 $478,255 - $565,920	3,732 New	3,732 $540 Million

3,308

1.21B

24.2M

31.6M

Ticker DIS
Exchange NYSE
Sector Communication Services
Industry Entertainment
Shares Outstandng 1,823,059,968
Market Cap $181B
Description
The Walt Disney Company, together with its subsidiaries, operates as an entertainment company worldwide. It operates through two segments, Disney Media and Entertainment Distribution; and Disney Parks, Experiences and Products. The company engages in the film and episodic television content production and distribution activities, as well as oper...

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Summit Wealth Partners, LLC with notifications on news.