Walt Disney Company shares owned by Forum Financial Management
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Walt Disney Company
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All positions including Walt Disney Company held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Walt Disney Company by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 18k | 90.29 |
| 2023-09-30 | $2.5M | 31k | 81.05 |
| 2023-06-30 | $2.7M | 30k | 89.28 |
| 2023-03-31 | $2.9M | 29k | 100.13 |
| 2022-12-31 | $2.5M | 29k | 86.88 |
| 2022-09-30 | $2.7M | 29k | 94.34 |
| 2022-06-30 | $2.5M | 26k | 94.39 |
| 2022-03-31 | $2.5M | 18k | 137.14 |
| 2021-12-31 | $3.2M | 20k | 154.87 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management