Walt Disney Company shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.1M | 12k | 89.28 |
| 2023-03-31 | $1.2M | 12k | 100.13 |
| 2022-12-31 | $1.1M | 13k | 86.88 |
| 2022-09-30 | $1.3M | 14k | 94.30 |
| 2022-06-30 | $1.2M | 12k | 94.44 |
| 2022-03-31 | $1.6M | 11k | 137.17 |
| 2021-12-31 | $1.1M | 7.0k | 154.94 |
| 2021-09-30 | $1.2M | 6.9k | 169.22 |
| 2021-06-30 | $1.2M | 6.7k | 175.78 |
| 2021-03-31 | $1.2M | 6.5k | 184.47 |
| 2020-12-31 | $1.3M | 7.3k | 181.18 |
| 2020-09-30 | $893k | 7.2k | 124.13 |
| 2020-06-30 | $857k | 7.7k | 111.50 |
| 2020-03-31 | $699k | 7.2k | 96.56 |
| 2019-12-31 | $772k | 5.3k | 144.70 |
| 2019-09-30 | $622k | 4.8k | 130.40 |
| 2019-06-30 | $715k | 5.1k | 139.73 |
| 2019-03-31 | $571k | 5.1k | 111.05 |
| 2018-12-31 | $546k | 5.0k | 109.73 |
| 2018-09-30 | $560k | 4.8k | 117.01 |
| 2018-06-30 | $474k | 4.5k | 104.77 |
| 2018-03-31 | $415k | 4.1k | 100.44 |
| 2017-12-31 | $442k | 4.1k | 107.39 |
| 2017-09-30 | $494k | 5.0k | 98.64 |
| 2017-06-30 | $311k | 2.9k | 106.25 |
| 2017-03-31 | $324k | 2.9k | 113.29 |
| 2016-12-31 | $299k | 2.9k | 104.29 |
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