Walt Disney Company shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital Advisors investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $326k | 3.4k | 96.19 |
| 2024-06-30 | $377k | 3.8k | 99.30 |
| 2024-03-31 | $464k | 3.8k | 122.37 |
| 2023-12-31 | $359k | 4.0k | 90.29 |
| 2023-09-30 | $313k | 3.9k | 81.05 |
| 2023-06-30 | $362k | 4.1k | 89.27 |
| 2023-03-31 | $412k | 4.1k | 100.12 |
| 2022-12-31 | $344k | 4.0k | 86.87 |
| 2022-09-30 | $389k | 4.1k | 94.35 |
| 2022-06-30 | $426k | 4.5k | 94.31 |
| 2022-03-31 | $659k | 4.8k | 137.06 |
| 2021-12-31 | $813k | 5.3k | 154.83 |
| 2021-09-30 | $839k | 5.0k | 169.19 |
| 2021-06-30 | $867k | 4.9k | 175.72 |
| 2021-03-31 | $915k | 5.0k | 184.51 |
| 2020-12-31 | $893k | 4.9k | 181.14 |
| 2020-09-30 | $724k | 5.8k | 124.04 |
| 2020-06-30 | $629k | 5.6k | 111.58 |
| 2020-03-31 | $547k | 5.7k | 96.64 |
| 2019-12-31 | $850k | 5.9k | 144.61 |
| 2019-09-30 | $822k | 6.3k | 130.39 |
| 2019-06-30 | $908k | 6.5k | 139.67 |
| 2019-03-31 | $208k | 1.9k | 110.82 |
| 2018-12-31 | $204k | 1.9k | 109.38 |
| 2018-09-30 | $241k | 2.1k | 116.71 |