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

3,343

1.21B

24.1M

31.7M

Ticker DIS
Exchange NYSE
Sector Communication Services
Industry Entertainment
Shares Outstandng 1,823,059,968
Market Cap $171B
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...

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