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Walt Disney Company shares owned by Concentrum Wealth Management

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Concentrum Wealth Management from 13F filings

Historical chart of Concentrum Wealth Management investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by Concentrum 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 Concentrum Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $203k 2.1k 96.18
2024-03-31 $242k 2.0k 122.39
2021-12-31 $206k 1.3k 154.77
2021-09-30 $223k 1.3k 168.81
2021-06-30 $232k 1.3k 175.62
2021-03-31 $244k 1.3k 184.71

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First Tr Exchange Traded Fd Db Strategic Value Index Etf (FTCS)
Advanced Micro Devices Stock (AMD)
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Microsoft Stock (MSFT)
Tesla Motors Stock (TSLA)
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Adobe Sys Stock (ADBE)
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)

View all positions for Concentrum Wealth Management

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
State Farm Mutual Automobile Insurance Company
Bank of America Corporation
Northern Trust
Citadel Advisors
Amundi
Susquehanna International
Jennison Associates
Bank of New York Mellon
Royal Bank of Canada

View all funds holding Walt Disney Company