Walt Disney Company shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in Walt Disney Company
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All positions including Walt Disney Company held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Walt Disney Company by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 14k | 96.19 |
| 2024-06-30 | $1.4M | 14k | 99.29 |
| 2024-03-31 | $1.7M | 14k | 122.36 |
| 2023-12-31 | $1.2M | 14k | 90.29 |
| 2023-09-30 | $1.2M | 14k | 81.06 |
| 2023-06-30 | $1.3M | 15k | 89.28 |
| 2023-03-31 | $1.4M | 14k | 100.13 |
| 2022-12-31 | $1.2M | 14k | 86.86 |
| 2022-09-30 | $1.3M | 14k | 94.32 |
| 2022-06-30 | $1.3M | 14k | 94.42 |
| 2022-03-31 | $1.9M | 14k | 137.15 |
| 2021-12-31 | $2.2M | 14k | 154.91 |
| 2021-09-30 | $2.4M | 14k | 169.18 |
| 2021-06-30 | $2.5M | 15k | 175.75 |
| 2021-03-31 | $2.7M | 15k | 184.55 |
| 2020-12-31 | $2.8M | 15k | 181.19 |
| 2020-09-30 | $1.8M | 14k | 124.10 |
| 2020-06-30 | $1.7M | 15k | 111.51 |
| 2020-03-31 | $1.4M | 15k | 96.61 |
| 2019-12-31 | $1.7M | 12k | 144.65 |
| 2019-09-30 | $1.5M | 12k | 130.33 |
| 2019-06-30 | $1.6M | 11k | 139.67 |
| 2019-03-31 | $1.2M | 10k | 111.06 |
| 2018-12-31 | $1.1M | 10k | 109.60 |
| 2018-09-30 | $1.2M | 11k | 116.95 |
| 2018-06-30 | $1.1M | 10k | 104.80 |
| 2018-03-31 | $1.0M | 10k | 100.47 |
| 2017-12-31 | $1.1M | 10k | 107.49 |
| 2017-09-30 | $1.0M | 11k | 98.56 |
| 2017-06-30 | $1.1M | 10k | 106.26 |
| 2017-03-31 | $1.2M | 10k | 113.35 |
| 2016-12-31 | $1.1M | 10k | 104.19 |
| 2016-09-30 | $10k | 950 | 10.77 |
| 2016-06-30 | $991k | 10k | 97.82 |
| 2016-03-31 | $1.0M | 10k | 99.30 |
| 2015-12-31 | $1.0M | 9.9k | 105.05 |
| 2015-09-30 | $1.1M | 11k | 102.20 |
| 2015-06-30 | $1.2M | 10k | 114.12 |
| 2015-03-31 | $996k | 9.5k | 104.91 |
| 2014-12-31 | $972k | 10k | 94.20 |
| 2014-09-30 | $945k | 11k | 89.08 |
| 2014-06-30 | $886k | 10k | 85.74 |
| 2014-03-31 | $819k | 10k | 80.03 |
| 2013-12-31 | $780k | 10k | 76.44 |
| 2013-09-30 | $661k | 10k | 64.51 |
| 2013-06-30 | $647k | 10k | 63.14 |