Walt Disney Company shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $824k | 6.7k | 122.36 |
| 2023-12-31 | $710k | 7.9k | 90.29 |
| 2023-09-30 | $569k | 7.0k | 81.05 |
| 2023-06-30 | $478k | 5.4k | 89.29 |
| 2023-03-31 | $454k | 4.5k | 100.14 |
| 2022-12-31 | $383k | 4.4k | 86.89 |
| 2022-09-30 | $458k | 4.9k | 94.24 |
| 2022-06-30 | $597k | 6.3k | 94.36 |
| 2022-03-31 | $878k | 6.4k | 137.17 |
| 2021-12-31 | $923k | 6.0k | 154.84 |
| 2021-09-30 | $848k | 5.0k | 169.13 |
| 2021-06-30 | $868k | 4.9k | 175.85 |
| 2021-03-31 | $892k | 4.8k | 184.45 |
| 2020-12-31 | $758k | 4.2k | 181.04 |
| 2020-09-30 | $470k | 3.8k | 123.95 |
| 2020-06-30 | $398k | 3.6k | 111.39 |
| 2020-03-31 | $280k | 2.9k | 96.29 |
| 2019-12-31 | $366k | 2.5k | 144.38 |