Walt Disney Company shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $828k | 9.2k | 90.29 |
| 2023-09-30 | $812k | 10k | 81.05 |
| 2023-06-30 | $906k | 10k | 89.28 |
| 2023-03-31 | $968k | 9.7k | 100.13 |
| 2022-12-31 | $889k | 10k | 86.88 |
| 2022-09-30 | $1.1M | 11k | 94.29 |
| 2022-06-30 | $1.1M | 11k | 94.39 |
| 2022-03-31 | $1.5M | 11k | 137.16 |
| 2021-12-31 | $1.4M | 8.9k | 154.91 |
| 2021-09-30 | $1.5M | 9.0k | 169.19 |
| 2021-06-30 | $1.5M | 8.5k | 175.80 |
| 2021-03-31 | $1.7M | 9.2k | 184.56 |
| 2020-12-31 | $828k | 4.6k | 181.22 |
| 2020-09-30 | $457k | 3.7k | 124.05 |
| 2020-06-30 | $472k | 4.2k | 111.43 |
| 2020-03-31 | $404k | 4.2k | 96.70 |
| 2019-12-31 | $537k | 3.7k | 144.59 |
More positions owned by Aurum Wealth Management Group
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