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Walt Disney Company shares owned by Octavia Wealth Advisors

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Octavia Wealth Advisors from 13F filings

Historical chart of Octavia Wealth Advisors investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 11k 122.36
2023-12-31 $980k 11k 90.59
2023-09-30 $890k 11k 81.05
2023-06-30 $822k 9.2k 89.28
2023-03-31 $909k 9.1k 100.13
2022-12-31 $792k 9.1k 86.88
2022-09-30 $848k 9.0k 94.30
2022-06-30 $861k 9.1k 94.86
2022-03-31 $1.1M 8.1k 137.19
2021-12-31 $1.3M 8.3k 154.89
2021-09-30 $1.2M 7.3k 169.29
2021-06-30 $1.3M 7.1k 175.84
2021-03-31 $1.1M 6.1k 184.52
2020-12-31 $1.1M 6.3k 181.16