Walt Disney Company shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $484k | 5.0k | 96.20 |
| 2024-06-30 | $633k | 6.4k | 99.29 |
| 2024-03-31 | $1.3M | 10k | 122.36 |
| 2023-12-31 | $917k | 10k | 90.29 |
| 2023-09-30 | $905k | 11k | 81.05 |
| 2023-06-30 | $1.1M | 12k | 89.28 |
| 2023-03-31 | $2.4M | 24k | 100.13 |
| 2022-12-31 | $2.0M | 24k | 86.88 |
| 2022-09-30 | $2.2M | 24k | 94.34 |
| 2022-06-30 | $2.3M | 24k | 94.38 |
| 2022-03-31 | $4.5M | 32k | 137.17 |
| 2021-12-31 | $5.0M | 32k | 154.90 |
| 2021-09-30 | $5.7M | 34k | 169.17 |
| 2021-06-30 | $6.4M | 37k | 175.77 |
| 2021-03-31 | $6.7M | 36k | 184.51 |
| 2020-12-31 | $5.9M | 33k | 181.17 |
| 2020-09-30 | $3.5M | 28k | 124.09 |
| 2020-06-30 | $2.7M | 25k | 111.50 |
| 2020-03-31 | $2.5M | 26k | 96.60 |
| 2019-12-31 | $2.8M | 19k | 144.62 |
| 2019-09-30 | $2.8M | 22k | 130.32 |
| 2019-06-30 | $2.3M | 17k | 139.62 |
| 2019-03-31 | $785k | 7.1k | 111.05 |
| 2018-12-31 | $714k | 6.5k | 109.63 |
| 2018-09-30 | $1.0M | 8.6k | 116.97 |
| 2018-06-30 | $897k | 8.6k | 104.77 |
| 2018-03-31 | $901k | 9.0k | 100.42 |
| 2017-12-31 | $935k | 8.7k | 107.55 |
| 2017-09-30 | $780k | 7.9k | 98.56 |
| 2017-06-30 | $684k | 6.4k | 106.21 |
| 2017-03-31 | $696k | 6.1k | 113.39 |
| 2016-12-31 | $567k | 5.4k | 104.17 |