Walt Disney Company shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.9M | 48k | 122.36 |
| 2023-12-31 | $3.7M | 41k | 90.29 |
| 2023-09-30 | $3.1M | 38k | 81.05 |
| 2023-06-30 | $3.3M | 37k | 89.28 |
| 2023-03-31 | $4.0M | 40k | 100.13 |
| 2022-12-31 | $3.5M | 40k | 86.88 |
| 2022-09-30 | $3.7M | 39k | 94.34 |
| 2022-06-30 | $3.8M | 40k | 94.41 |
| 2022-03-31 | $4.6M | 34k | 137.13 |
| 2021-12-31 | $3.3M | 21k | 154.91 |
| 2021-09-30 | $3.4M | 20k | 169.16 |
| 2021-06-30 | $3.5M | 20k | 175.74 |
| 2021-03-31 | $3.6M | 20k | 184.50 |
| 2020-12-31 | $3.6M | 20k | 181.17 |
| 2020-09-30 | $2.4M | 20k | 124.08 |
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