Walt Disney Company shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $221k | 2.0k | 108.64 |
| 2024-09-30 | $271k | 2.8k | 96.65 |
| 2024-03-31 | $243k | 2.0k | 122.34 |
| 2023-09-30 | $226k | 2.8k | 81.04 |
| 2023-06-30 | $223k | 2.5k | 89.29 |
| 2023-03-31 | $248k | 2.5k | 100.14 |
| 2022-12-31 | $215k | 2.5k | 86.89 |
| 2022-09-30 | $252k | 2.5k | 101.82 |
| 2022-06-30 | $232k | 2.5k | 94.31 |
| 2022-03-31 | $343k | 2.2k | 154.64 |
| 2021-12-31 | $343k | 2.2k | 154.64 |
| 2021-09-30 | $333k | 2.0k | 169.12 |
| 2021-06-30 | $345k | 2.0k | 175.30 |
| 2021-03-31 | $363k | 2.0k | 184.45 |
| 2020-12-31 | $1.0M | 5.6k | 181.05 |
| 2020-09-30 | $660k | 5.3k | 123.99 |
| 2020-06-30 | $559k | 5.0k | 111.33 |
| 2020-03-31 | $557k | 5.8k | 96.58 |
| 2019-12-31 | $666k | 4.6k | 144.56 |
| 2019-09-30 | $595k | 4.6k | 130.14 |
| 2019-06-30 | $634k | 4.5k | 139.62 |
| 2019-03-31 | $477k | 4.3k | 110.96 |
| 2018-12-31 | $380k | 3.5k | 109.67 |