Walt Disney Company shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 11k | 122.36 |
| 2023-12-31 | $997k | 11k | 90.29 |
| 2023-09-30 | $875k | 11k | 81.05 |
| 2023-06-30 | $1.4M | 15k | 89.28 |
| 2023-03-31 | $1.3M | 13k | 100.13 |
| 2022-12-31 | $1.2M | 14k | 86.88 |
| 2022-09-30 | $1.9M | 20k | 94.31 |
| 2022-06-30 | $1.5M | 16k | 94.42 |
| 2022-03-31 | $2.7M | 20k | 137.17 |
| 2021-12-31 | $6.5M | 42k | 154.90 |
| 2021-09-30 | $4.6M | 27k | 169.17 |
| 2021-06-30 | $4.8M | 28k | 175.76 |
| 2021-03-31 | $5.0M | 27k | 184.50 |
| 2020-12-31 | $5.1M | 28k | 181.19 |
| 2020-09-30 | $3.4M | 28k | 124.10 |
| 2020-06-30 | $2.5M | 23k | 111.51 |
| 2020-03-31 | $1.3M | 13k | 96.57 |
| 2019-12-31 | $4.3M | 30k | 144.64 |
| 2019-09-30 | $3.9M | 30k | 130.31 |
| 2019-06-30 | $3.4M | 24k | 139.65 |
| 2019-03-31 | $2.7M | 24k | 111.04 |
| 2018-12-31 | $2.7M | 24k | 109.64 |
| 2018-09-30 | $4.0M | 34k | 116.94 |
| 2018-06-30 | $3.5M | 33k | 104.80 |