A detailed history of Summit Place Financial Advisors, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Summit Place Financial Advisors, LLC holds 32,768 shares of DIS stock, worth $3.79 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares
32,768
Previous 31,032 5.59%
Holding current value
$3.79 Million
Previous $3.08 Million 2.27%
% of portfolio
1.85%
Previous 1.9%

Shares

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

Oct 24, 2024

BUY
$85.6 - $98.61 $148,601 - $171,186
1,736 Added 5.59%
32,768 $3.15 Million
Q2 2024

Jul 25, 2024

SELL
$99.29 - $122.82 $158,069 - $195,529
-1,592 Reduced 4.88%
31,032 $3.08 Million
Q1 2024

Apr 30, 2024

SELL
$89.29 - $122.36 $48,127 - $65,952
-539 Reduced 1.63%
32,624 $3.99 Million
Q4 2023

Feb 07, 2024

BUY
$79.32 - $96.06 $279,999 - $339,091
3,530 Added 11.91%
33,163 $2.99 Million
Q3 2023

Nov 08, 2023

BUY
$79.9 - $91.76 $4,074 - $4,679
51 Added 0.17%
29,633 $2.4 Million
Q2 2023

Aug 04, 2023

BUY
$87.82 - $102.97 $171,073 - $200,585
1,948 Added 7.05%
29,582 $2.64 Million
Q1 2023

Apr 28, 2023

BUY
$88.99 - $113.21 $49,033 - $62,378
551 Added 2.03%
27,634 $2.77 Million
Q4 2022

Jan 26, 2023

BUY
$84.16 - $106.54 $571,783 - $723,832
6,794 Added 33.49%
27,083 $0
Q3 2022

Oct 31, 2022

BUY
$91.84 - $124.96 $349,910 - $476,097
3,810 Added 23.12%
20,289 $1.91 Million
Q2 2022

Aug 04, 2022

BUY
$93.29 - $138.58 $62,037 - $92,155
665 Added 4.21%
16,479 $1.56 Million
Q1 2022

May 04, 2022

BUY
$129.03 - $157.89 $156,126 - $191,046
1,210 Added 8.29%
15,814 $2.17 Million
Q4 2021

Jan 25, 2022

BUY
$142.15 - $177.71 $133,336 - $166,691
938 Added 6.86%
14,604 $2.26 Million
Q3 2021

Nov 05, 2021

BUY
$169.17 - $185.91 $268,980 - $295,596
1,590 Added 13.17%
13,666 $2.31 Million
Q2 2021

Jul 23, 2021

BUY
$169.27 - $189.73 $229,360 - $257,084
1,355 Added 12.64%
12,076 $2.12 Million
Q1 2021

May 07, 2021

SELL
$163.03 - $201.91 $354,590 - $439,154
-2,175 Reduced 16.87%
10,721 $1.98 Million
Q4 2020

Jan 27, 2021

SELL
$118.47 - $181.18 $82,929 - $126,826
-700 Reduced 5.15%
12,896 $2.34 Million
Q3 2020

Oct 28, 2020

SELL
$112.18 - $135.54 $272,597 - $329,362
-2,430 Reduced 15.16%
13,596 $1.69 Million
Q2 2020

Jul 22, 2020

SELL
$93.88 - $127.28 $214,515 - $290,834
-2,285 Reduced 12.48%
16,026 $1.79 Million
Q1 2020

Apr 22, 2020

BUY
$85.76 - $148.2 $542,946 - $938,254
6,331 Added 52.85%
18,311 $1.77 Million
Q4 2019

Feb 07, 2020

BUY
$128.15 - $151.64 $1.54 Million - $1.82 Million
11,980 New
11,980 $1.73 Million

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 $211B
  • 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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