Walt Disney Company shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $735k | 6.0k | 122.36 |
| 2023-09-30 | $544k | 6.7k | 81.06 |
| 2023-06-30 | $665k | 7.5k | 89.28 |
| 2023-03-31 | $4.4M | 44k | 100.13 |
| 2022-12-31 | $3.8M | 43k | 86.88 |
| 2022-09-30 | $4.0M | 43k | 94.33 |
| 2022-06-30 | $4.1M | 43k | 94.40 |
| 2022-03-31 | $12M | 84k | 137.16 |
| 2021-12-31 | $9.4M | 61k | 154.89 |
| 2021-09-30 | $6.3M | 37k | 169.28 |
| 2021-06-30 | $6.1M | 35k | 176.70 |
| 2021-03-31 | $7.3M | 40k | 184.50 |
| 2020-12-31 | $7.3M | 40k | 181.18 |
| 2020-09-30 | $3.0M | 24k | 124.09 |
| 2020-06-30 | $2.7M | 24k | 111.50 |
| 2020-03-31 | $2.2M | 23k | 96.63 |
| 2019-12-31 | $2.8M | 20k | 144.65 |
| 2019-09-30 | $2.5M | 19k | 130.30 |
| 2019-06-30 | $413k | 3.0k | 139.43 |
| 2019-03-31 | $324k | 2.9k | 110.96 |
| 2018-12-31 | $308k | 2.8k | 109.49 |
| 2018-09-30 | $330k | 2.8k | 116.94 |
| 2018-06-30 | $287k | 2.7k | 104.94 |
| 2018-03-31 | $281k | 2.8k | 100.50 |
| 2017-12-31 | $311k | 2.9k | 107.39 |
| 2017-09-30 | $303k | 3.1k | 98.44 |
| 2017-06-30 | $1.1M | 10k | 106.23 |
| 2017-03-31 | $960k | 8.5k | 113.37 |
| 2016-12-31 | $855k | 8.2k | 104.18 |
| 2016-09-30 | $782k | 8.4k | 92.89 |
| 2016-06-30 | $822k | 8.4k | 97.83 |
| 2016-03-31 | $843k | 8.5k | 99.36 |
| 2015-12-31 | $889k | 8.5k | 105.05 |
| 2015-09-30 | $420k | 4.1k | 102.24 |
| 2015-06-30 | $313k | 2.7k | 114.03 |
| 2015-03-31 | $270k | 2.6k | 104.94 |
| 2014-12-31 | $202k | 2.1k | 94.26 |
| 2014-06-30 | $213k | 2.5k | 85.89 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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