Walt Disney Company shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in Walt Disney Company
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All positions including Walt Disney Company held by Wetherby Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Walt Disney Company by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $14M | 150k | 90.29 |
| 2023-09-30 | $12M | 149k | 81.05 |
| 2023-06-30 | $13M | 150k | 89.28 |
| 2023-03-31 | $7.3M | 73k | 100.13 |
| 2022-12-31 | $6.2M | 71k | 86.88 |
| 2022-09-30 | $7.5M | 80k | 94.32 |
| 2022-06-30 | $6.9M | 73k | 94.40 |
| 2022-03-31 | $11M | 79k | 137.16 |
| 2021-12-31 | $9.2M | 59k | 154.89 |
| 2021-09-30 | $10M | 60k | 169.18 |
| 2021-06-30 | $11M | 60k | 175.86 |
| 2021-03-31 | $12M | 63k | 184.57 |
| 2020-12-31 | $12M | 66k | 181.29 |
| 2020-09-30 | $8.3M | 67k | 124.27 |
| 2020-06-30 | $7.2M | 64k | 111.19 |
| 2020-03-31 | $6.3M | 65k | 96.60 |
| 2019-12-31 | $9.5M | 66k | 144.51 |
| 2019-09-30 | $8.7M | 66k | 130.60 |
| 2019-06-30 | $9.2M | 66k | 139.48 |
| 2019-03-31 | $7.4M | 67k | 110.74 |
| 2018-12-31 | $6.7M | 61k | 109.62 |
| 2018-09-30 | $7.1M | 61k | 116.93 |
| 2018-06-30 | $6.3M | 60k | 104.81 |
| 2018-03-31 | $6.3M | 63k | 100.44 |
| 2017-12-31 | $6.7M | 63k | 107.19 |
| 2017-09-30 | $6.0M | 61k | 98.66 |
| 2017-06-30 | $6.5M | 61k | 105.97 |
| 2017-03-31 | $6.9M | 61k | 113.28 |
| 2016-12-31 | $6.2M | 60k | 104.75 |
| 2016-09-30 | $5.7M | 62k | 92.57 |
| 2016-06-30 | $6.0M | 61k | 97.44 |
| 2016-03-31 | $6.1M | 61k | 99.31 |
| 2015-12-31 | $6.6M | 62k | 105.61 |
| 2015-09-30 | $6.5M | 63k | 102.31 |
| 2015-06-30 | $7.3M | 64k | 114.49 |
| 2015-03-31 | $6.6M | 63k | 104.75 |
| 2014-12-31 | $5.9M | 63k | 93.79 |
| 2014-09-30 | $5.7M | 64k | 88.92 |
| 2014-06-30 | $5.4M | 64k | 85.26 |
| 2014-03-31 | $5.2M | 65k | 80.07 |
| 2013-12-31 | $5.0M | 65k | 76.74 |
| 2013-09-30 | $4.2M | 66k | 64.48 |
| 2013-06-30 | $4.1M | 65k | 63.34 |
| 2013-03-31 | $3.8M | 67k | 56.80 |
| 2012-12-31 | $3.4M | 68k | 49.94 |
| 2012-09-30 | $3.7M | 70k | 52.28 |
| 2012-06-30 | $3.8M | 79k | 48.45 |
| 2012-03-31 | $3.6M | 82k | 43.69 |
| 2011-12-31 | $3.1M | 82k | 37.50 |
| 2011-09-30 | $2.4M | 81k | 30.16 |
| 2011-06-30 | $3.8M | 76k | 50.00 |
| 2011-03-31 | $4.3M | 76k | 57.14 |