A detailed history of Summit Financial Strategies, Inc. transactions in Walt Disney CO stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 4,103 shares of DIS stock, worth $470,696. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,103
Previous 4,275 4.02%
Holding current value
$470,696
Previous $424,000 7.08%
% of portfolio
0.05%
Previous 0.06%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$85.6 - $98.61 $14,723 - $16,960
-172 Reduced 4.02%
4,103 $394,000
Q2 2024

Jul 19, 2024

SELL
$99.29 - $122.82 $9,929 - $12,282
-100 Reduced 2.29%
4,275 $424,000
Q1 2024

May 09, 2024

BUY
$89.29 - $122.36 $267 - $367
3 Added 0.07%
4,375 $535,000
Q4 2023

Feb 13, 2024

SELL
$79.32 - $96.06 $136,192 - $164,935
-1,717 Reduced 28.2%
4,372 $394,000
Q3 2023

Oct 24, 2023

SELL
$79.9 - $91.76 $36,993 - $42,484
-463 Reduced 7.07%
6,089 $493,000
Q2 2023

Jul 21, 2023

BUY
$87.82 - $102.97 $19,320 - $22,653
220 Added 3.47%
6,552 $584,000
Q1 2023

Apr 21, 2023

SELL
$88.99 - $113.21 $4,271 - $5,434
-48 Reduced 0.75%
6,332 $634,000
Q4 2022

Jan 20, 2023

BUY
$84.16 - $106.54 $3,450 - $4,368
41 Added 0.65%
6,380 $0
Q3 2022

Oct 21, 2022

BUY
$91.84 - $124.96 $6,061 - $8,247
66 Added 1.05%
6,339 $598,000
Q2 2022

Jul 25, 2022

SELL
$93.29 - $138.58 $19,777 - $29,378
-212 Reduced 3.27%
6,273 $592,000
Q1 2022

May 04, 2022

BUY
$129.03 - $157.89 $111,610 - $136,574
865 Added 15.39%
6,485 $889,000
Q4 2021

Feb 03, 2022

BUY
$142.15 - $177.71 $6,396 - $7,996
45 Added 0.81%
5,620 $870,000
Q3 2021

Nov 10, 2021

BUY
$169.17 - $185.91 $17,255 - $18,962
102 Added 1.86%
5,575 $943,000
Q2 2021

Aug 11, 2021

BUY
$169.27 - $189.73 $273,540 - $306,603
1,616 Added 41.9%
5,473 $962,000
Q1 2021

May 11, 2021

BUY
$163.03 - $201.91 $33,910 - $41,997
208 Added 5.7%
3,857 $712,000
Q3 2020

Nov 16, 2020

BUY
$112.18 - $135.54 $12,788 - $15,451
114 Added 3.22%
3,649 $453,000
Q2 2020

Jul 31, 2020

BUY
$93.88 - $127.28 $116,880 - $158,463
1,245 Added 54.37%
3,535 $394,000
Q1 2020

May 11, 2020

SELL
$85.76 - $148.2 $1,457 - $2,519
-17 Reduced 0.74%
2,290 $221,000
Q3 2019

Nov 14, 2019

BUY
$129.96 - $146.39 $30,280 - $34,108
233 Added 11.23%
2,307 $301,000
Q2 2019

Aug 08, 2019

BUY
$111.96 - $142.02 $28,213 - $35,789
252 Added 13.83%
2,074 $290,000
Q1 2019

May 14, 2019

SELL
$106.33 - $115.25 $37,747 - $40,913
-355 Reduced 16.31%
1,822 $202,000
Q4 2018

Feb 06, 2019

SELL
$100.35 - $118.9 $2,508 - $2,972
-25 Reduced 1.14%
2,177 $239,000
Q3 2018

Nov 09, 2018

BUY
$104.04 - $116.94 $1,768 - $1,987
17 Added 0.78%
2,202 $258,000
Q2 2018

Aug 06, 2018

SELL
$98.66 - $108.85 $1,183 - $1,306
-12 Reduced 0.55%
2,185 $229,000
Q1 2018

May 14, 2018

SELL
$98.54 - $112.47 $2,266 - $2,586
-23 Reduced 1.04%
2,197 $221,000
Q4 2017

Jan 29, 2018

BUY
$96.93 - $111.81 $7,657 - $8,832
79 Added 3.69%
2,220 $239,000
Q3 2017

Nov 09, 2017

BUY
$97.06 - $110.61 $207,805 - $236,816
2,141
2,141 $211,000

Others Institutions Holding DIS

About Walt Disney Co


  • Ticker DIS
  • Exchange NYSE
  • Sector Communication Services
  • Industry Entertainment
  • Shares Outstandng 1,823,059,968
  • Market Cap $209B
  • 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...
More about DIS
Track This Portfolio

Track Summit Financial Strategies, Inc. Portfolio

Follow Summit Financial Strategies, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Strategies, Inc. with notifications on news.