Walt Disney Company shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $415k | 3.4k | 122.36 |
| 2023-12-31 | $238k | 2.6k | 90.30 |
| 2023-09-30 | $282k | 3.5k | 81.06 |
| 2023-06-30 | $258k | 2.9k | 89.29 |
| 2023-03-31 | $279k | 2.8k | 100.14 |
| 2022-12-31 | $241k | 2.8k | 86.89 |
| 2022-09-30 | $265k | 2.8k | 94.21 |
| 2022-06-30 | $243k | 2.6k | 94.30 |
| 2022-03-31 | $330k | 2.4k | 137.33 |
| 2021-12-31 | $353k | 2.3k | 155.10 |
| 2021-09-30 | $107k | 634 | 168.77 |
| 2021-06-30 | $336k | 1.9k | 175.64 |
| 2021-03-31 | $351k | 1.9k | 184.35 |
| 2020-12-31 | $406k | 2.2k | 181.01 |