SUMMIT WEALTH & RETIREMENT PLANNING, INC. – The Walt Disney Company Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$276,000
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. quarter portfolio value change:
-0.07%
quarter
The Walt Disney Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -1K | $94.33 | 2.92K | |
| Q2 2022 | share | Increase | 0.00% | 2.92K shares | 277K | $94.4 | 2.92K |
| Q1 2021 | share | Decrease | -100.00% | -5.17K shares | -938K | $184.52 | 0 |
| Q4 2020 | share | 0.00% | 0 shares | 295K | $181.18 | 5.17K | |
| Q3 2020 | share | Decrease | -0.96% | -50 shares | 60K | $124.08 | 5.17K |
| Q2 2020 | share | Decrease | -28.19% | -2.05K shares | -120K | $111.51 | 5.22K |
| Q1 2020 | share | Increase | +8.11% | 546 shares | -271K | $96.6 | 7.28K |
| Q4 2019 | share | Decrease | -7.42% | -540 shares | 26K | $144.63 | 6.73K |
| Q3 2019 | share | Decrease | -6.19% | -480 shares | -135K | $129.54 | 7.27K |
| Q2 2019 | share | Decrease | -26.71% | -2.82K shares | -92K | $137.95 | 7.75K |
| Q1 2019 | share | Increase | +2.70% | 278 shares | 45K | $109.69 | 10.58K |
| Q4 2018 | share | Increase | 0.00% | 10.30K shares | 1.13M | $108.33 | 10.30K |