Walt Disney Company shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $448k | 3.9k | 114.50 |
| 2025-06-30 | $403k | 3.3k | 124.01 |
| 2025-03-31 | $321k | 3.3k | 98.70 |
| 2024-12-31 | $388k | 3.5k | 111.34 |
| 2024-09-30 | $358k | 3.7k | 96.18 |
| 2024-06-30 | $373k | 3.8k | 99.29 |
| 2024-03-31 | $459k | 3.8k | 122.36 |
| 2023-12-31 | $362k | 4.0k | 90.29 |
| 2023-09-30 | $330k | 4.1k | 81.05 |
| 2023-06-30 | $358k | 4.0k | 89.29 |
| 2023-03-31 | $401k | 4.0k | 100.14 |
| 2022-12-31 | $387k | 4.5k | 86.87 |
| 2022-09-30 | $487k | 5.2k | 94.42 |
| 2022-06-30 | $521k | 5.5k | 94.35 |
| 2022-03-31 | $835k | 6.1k | 137.27 |
| 2021-12-31 | $885k | 5.7k | 154.88 |
| 2021-09-30 | $964k | 5.7k | 169.18 |
| 2021-06-30 | $1.0M | 5.7k | 175.68 |
| 2021-03-31 | $845k | 4.6k | 184.54 |
| 2020-12-31 | $665k | 3.7k | 181.25 |
| 2020-09-30 | $457k | 3.7k | 124.18 |
| 2020-06-30 | $404k | 3.6k | 111.60 |
| 2020-03-31 | $347k | 3.6k | 96.71 |
| 2019-12-31 | $561k | 3.9k | 144.59 |
More positions owned by Center for Financial Planning
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