Walt Disney Company shares owned by Summit Financial
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.5M | 20k | 122.36 |
| 2023-12-31 | $1.8M | 20k | 90.29 |
| 2023-09-30 | $1.6M | 20k | 81.05 |
| 2023-06-30 | $1.8M | 20k | 89.28 |
| 2023-03-31 | $2.1M | 21k | 100.13 |
| 2022-12-31 | $1.8M | 21k | 86.87 |
| 2022-09-30 | $2.0M | 21k | 94.35 |
| 2022-06-30 | $2.0M | 21k | 94.40 |
| 2022-03-31 | $2.9M | 21k | 137.18 |
| 2021-12-31 | $3.2M | 21k | 154.88 |
| 2021-09-30 | $3.8M | 22k | 169.19 |
| 2021-06-30 | $3.4M | 20k | 175.79 |
| 2021-03-31 | $3.5M | 19k | 184.50 |
| 2020-12-31 | $3.5M | 19k | 181.20 |
| 2020-09-30 | $2.3M | 19k | 124.10 |
| 2020-06-30 | $2.1M | 19k | 111.48 |
| 2020-03-31 | $1.8M | 19k | 96.60 |
| 2019-12-31 | $2.7M | 19k | 144.66 |
| 2019-09-30 | $2.4M | 19k | 130.30 |
| 2019-06-30 | $2.9M | 21k | 139.65 |
| 2019-03-31 | $2.3M | 21k | 111.05 |
| 2018-12-31 | $2.5M | 23k | 109.66 |
| 2018-09-30 | $2.7M | 23k | 116.92 |
| 2018-06-30 | $2.4M | 23k | 104.81 |
| 2018-03-31 | $2.3M | 23k | 100.44 |
| 2017-12-31 | $2.4M | 22k | 107.52 |
| 2017-09-30 | $2.6M | 26k | 98.57 |
| 2017-06-30 | $2.8M | 26k | 106.26 |