Walt Disney Company shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.3M | 16k | 81.05 |
| 2023-06-30 | $1.8M | 20k | 89.28 |
| 2023-03-31 | $1.9M | 20k | 100.13 |
| 2022-12-31 | $1.7M | 20k | 86.88 |
| 2022-09-30 | $2.3M | 25k | 94.33 |
| 2022-06-30 | $2.4M | 26k | 94.41 |
| 2022-03-31 | $3.4M | 25k | 137.16 |
| 2021-12-31 | $3.9M | 25k | 154.90 |
| 2021-09-30 | $4.3M | 26k | 169.17 |
| 2021-06-30 | $4.7M | 27k | 175.78 |
| 2021-03-31 | $4.9M | 27k | 181.67 |
| 2020-12-31 | $3.6M | 20k | 181.16 |
| 2020-09-30 | $2.6M | 21k | 124.10 |
| 2020-06-30 | $2.2M | 20k | 111.50 |
| 2020-03-31 | $3.2M | 33k | 96.59 |
| 2019-12-31 | $4.9M | 34k | 144.64 |
| 2019-09-30 | $5.6M | 43k | 130.31 |
| 2019-06-30 | $5.5M | 39k | 139.64 |
| 2019-03-31 | $3.9M | 35k | 111.02 |
| 2018-12-31 | $3.6M | 33k | 109.66 |
| 2018-09-30 | $3.5M | 30k | 116.93 |
| 2018-06-30 | $3.1M | 30k | 104.80 |
| 2018-03-31 | $3.0M | 30k | 100.43 |
| 2017-12-31 | $3.2M | 30k | 107.50 |
| 2017-09-30 | $3.1M | 31k | 98.56 |
| 2017-06-30 | $3.3M | 31k | 106.24 |
| 2017-03-31 | $3.3M | 29k | 113.40 |
| 2016-12-31 | $3.0M | 29k | 104.23 |
| 2016-09-30 | $2.6M | 28k | 92.86 |
| 2016-06-30 | $2.5M | 26k | 97.81 |
| 2016-03-31 | $737k | 7.4k | 99.34 |
| 2015-12-31 | $646k | 6.2k | 105.04 |
| 2015-09-30 | $613k | 6.0k | 102.27 |
| 2015-06-30 | $673k | 5.9k | 114.13 |
| 2015-03-31 | $619k | 5.9k | 104.97 |