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 $461,833. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,103
Previous 4,275 4.02%
Holding current value
$461,833
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 $205B
  • 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
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