Walt Disney Company shares owned by Bordeaux Wealth Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Bordeaux Wealth Advisors
from 13F filings
Historical chart of Bordeaux Wealth Advisors investment in Walt Disney Company
Tip: Access up to 7 years of quarterly data
All positions including Walt Disney Company held by Bordeaux Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Walt Disney Company by Bordeaux Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $236k | 1.9k | 124.03 |
| 2024-12-31 | $200k | 1.8k | 111.36 |
| 2024-03-31 | $210k | 1.7k | 122.39 |
| 2023-03-31 | $493k | 4.9k | 100.13 |
| 2022-12-31 | $393k | 4.5k | 86.88 |
| 2022-09-30 | $449k | 4.8k | 94.25 |
| 2022-06-30 | $466k | 4.9k | 94.33 |
| 2022-03-31 | $717k | 5.2k | 137.25 |
| 2021-12-31 | $915k | 5.9k | 154.87 |
| 2021-09-30 | $1.3M | 7.7k | 169.12 |
| 2021-06-30 | $1.3M | 7.3k | 175.80 |
| 2021-03-31 | $1.3M | 7.1k | 184.51 |
| 2020-12-31 | $1.3M | 7.1k | 181.15 |