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Walt Disney Company shares owned by SVA Plumb Wealth Management

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by SVA Plumb Wealth Management from 13F filings

Historical chart of SVA Plumb Wealth Management investment in Walt Disney Company

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

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Quarterly reported holdings in Walt Disney Company by SVA Plumb Wealth Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $10M 56k 181.19
2020-09-30 $7.1M 58k 124.08
2020-06-30 $6.1M 55k 111.52
2020-03-31 $5.1M 52k 96.59
2019-12-31 $5.2M 36k 144.64
2019-09-30 $4.7M 36k 130.31
2019-06-30 $5.1M 37k 139.63
2019-03-31 $5.5M 49k 111.03
2018-12-31 $5.1M 46k 109.65
2018-09-30 $5.1M 43k 116.95
2018-06-30 $2.0M 19k 104.83
2018-03-31 $6.5M 66k 98.57
2017-12-31 $2.2M 20k 107.50
2017-09-30 $6.5M 66k 98.57
2017-06-30 $7.2M 68k 106.26
2017-03-31 $7.8M 69k 113.39
2016-12-31 $7.8M 75k 104.22
2016-09-30 $7.2M 78k 92.86
2016-06-30 $7.5M 77k 97.82
2016-03-31 $7.6M 76k 99.30
2015-12-31 $8.1M 77k 105.09
2015-09-30 $7.9M 77k 102.20
2015-06-30 $8.6M 75k 114.14
2015-03-31 $7.9M 75k 104.89
2014-12-31 $702k 7.5k 94.18
2014-09-30 $628k 7.1k 88.96
2014-06-30 $597k 7.0k 85.79
2014-03-31 $538k 6.7k 80.01
2013-12-31 $448k 5.9k 76.48