Walt Disney Company shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Walt Disney Company
Tip: Access up to 7 years of quarterly data
All positions including Walt Disney Company held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Walt Disney Company by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $760k | 6.6k | 114.50 |
| 2025-06-30 | $814k | 6.6k | 124.01 |
| 2025-03-31 | $591k | 6.0k | 98.70 |
| 2024-12-31 | $745k | 6.7k | 111.34 |
| 2024-09-30 | $749k | 7.8k | 96.19 |
| 2024-06-30 | $818k | 8.2k | 99.28 |
| 2024-03-31 | $1.0M | 8.6k | 122.35 |
| 2023-12-31 | $696k | 7.7k | 90.29 |
| 2023-09-30 | $634k | 7.8k | 81.05 |
| 2023-06-30 | $663k | 7.4k | 89.28 |
| 2023-03-31 | $835k | 8.3k | 100.13 |
| 2022-12-31 | $767k | 8.8k | 86.88 |
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