Walt Disney Company shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $375k | 3.4k | 110.40 |
| 2024-09-30 | $374k | 4.0k | 93.28 |
| 2024-06-30 | $436k | 4.4k | 98.06 |
| 2024-03-31 | $559k | 5.1k | 110.47 |
| 2023-12-31 | $501k | 5.5k | 90.59 |
| 2023-09-30 | $458k | 5.6k | 82.38 |
| 2023-06-30 | $483k | 5.4k | 89.63 |
| 2023-03-31 | $542k | 5.3k | 101.93 |
| 2022-12-31 | $600k | 5.5k | 109.77 |
| 2022-09-30 | $533k | 5.7k | 93.07 |
| 2022-06-30 | $556k | 5.7k | 97.27 |
| 2022-03-31 | $616k | 4.7k | 130.84 |
| 2021-12-31 | $444k | 3.2k | 137.12 |
| 2021-09-30 | $406k | 2.3k | 176.68 |
| 2021-06-30 | $651k | 3.7k | 177.29 |
| 2021-03-31 | $1.2M | 6.4k | 182.81 |
| 2020-12-31 | $972k | 5.6k | 172.71 |
| 2020-09-30 | $718k | 5.7k | 126.83 |
| 2020-06-30 | $835k | 7.1k | 118.31 |
| 2020-03-31 | $1.1M | 11k | 105.98 |
| 2019-12-31 | $1.5M | 11k | 141.09 |
| 2019-09-30 | $1.5M | 11k | 136.28 |
| 2019-06-30 | $903k | 6.4k | 140.70 |
| 2019-03-31 | $84k | 6.5k | 12.85 |
| 2018-12-31 | $594k | 5.3k | 112.65 |
| 2018-09-30 | $534k | 4.6k | 116.77 |
| 2018-06-30 | $496k | 4.7k | 104.73 |
| 2018-03-31 | $566k | 5.6k | 100.44 |
| 2017-12-31 | $576k | 5.4k | 107.52 |
More positions owned by Castle Rock Wealth Management
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