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Walt Disney Company shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Walt Disney Company

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All positions including Walt Disney Company held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $980k 10k 96.19
2024-06-30 $1.0M 11k 93.69
2024-03-31 $1.0M 9.3k 111.10
2023-12-31 $636k 7.0k 90.30
2023-09-30 $862k 11k 81.05
2023-06-30 $1.0M 12k 89.28
2023-03-31 $784k 7.8k 100.13
2022-12-31 $472k 5.4k 86.88
2022-09-30 $608k 6.2k 97.22
2022-06-30 $236k 2.5k 94.68
2022-03-31 $221k 1.6k 137.93
2021-12-31 $197k 1.3k 155.84