Walt Disney Company shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $404k | 3.1k | 130.28 |
| 2020-06-30 | $365k | 3.3k | 111.59 |
| 2020-03-31 | $300k | 3.1k | 96.74 |
| 2019-12-31 | $404k | 3.1k | 130.28 |
| 2019-09-30 | $404k | 3.1k | 130.28 |
| 2019-06-30 | $418k | 3.0k | 139.61 |
| 2019-03-31 | $326k | 2.9k | 111.11 |
| 2018-12-31 | $325k | 3.0k | 109.80 |
| 2018-09-30 | $344k | 2.9k | 116.89 |
| 2018-06-30 | $311k | 3.0k | 104.68 |
| 2018-03-31 | $331k | 3.3k | 100.55 |
| 2017-12-31 | $967k | 9.0k | 107.53 |
| 2017-09-30 | $1.0M | 10k | 98.57 |
| 2017-06-30 | $1.1M | 9.4k | 113.44 |
| 2017-03-31 | $1.1M | 9.4k | 113.44 |
| 2016-12-31 | $1.1M | 11k | 104.22 |
| 2016-09-30 | $1.0M | 11k | 92.90 |
| 2016-06-30 | $1.0M | 10k | 97.78 |
| 2016-03-31 | $1.2M | 12k | 99.34 |
| 2015-12-31 | $1.1M | 11k | 105.05 |
| 2015-09-30 | $961k | 9.4k | 102.21 |
| 2015-06-30 | $1.0M | 9.1k | 114.15 |
| 2015-03-31 | $731k | 7.0k | 104.94 |
| 2014-06-30 | $283k | 3.3k | 85.86 |
More positions owned by Confluence Wealth Management
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