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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

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by Castle Rock Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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