Walt Disney Company shares owned by Heritage Trust
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.2M | 32k | 99.29 |
| 2024-03-31 | $4.0M | 32k | 122.36 |
| 2023-12-31 | $2.9M | 32k | 90.29 |
| 2023-09-30 | $2.5M | 31k | 81.05 |
| 2023-06-30 | $2.9M | 32k | 89.28 |
| 2023-03-31 | $3.2M | 32k | 100.13 |
| 2022-12-31 | $2.7M | 32k | 86.88 |
| 2022-09-30 | $3.4M | 36k | 94.20 |
| 2022-06-30 | $3.4M | 36k | 94.29 |
| 2022-03-31 | $5.0M | 37k | 137.04 |
| 2021-12-31 | $5.5M | 36k | 154.95 |
| 2021-09-30 | $6.1M | 36k | 169.19 |
| 2021-06-30 | $6.2M | 35k | 175.79 |
| 2021-03-31 | $6.1M | 33k | 184.41 |
| 2020-12-31 | $9.3M | 52k | 181.27 |
| 2020-09-30 | $6.5M | 53k | 123.98 |
| 2020-06-30 | $5.7M | 51k | 111.54 |
| 2020-03-31 | $4.6M | 48k | 96.54 |
| 2019-12-31 | $6.8M | 47k | 144.65 |
| 2019-09-30 | $6.2M | 48k | 130.32 |
| 2019-06-30 | $6.7M | 48k | 139.64 |
| 2019-03-31 | $5.4M | 49k | 111.03 |
| 2018-12-31 | $3.5M | 32k | 109.64 |
| 2018-09-30 | $3.4M | 29k | 116.93 |
| 2018-06-30 | $3.1M | 29k | 104.79 |
| 2018-03-31 | $2.9M | 29k | 100.42 |
| 2017-12-31 | $3.2M | 30k | 107.50 |
| 2017-09-30 | $3.0M | 30k | 98.58 |
| 2017-06-30 | $3.1M | 29k | 106.26 |
| 2017-03-31 | $3.9M | 34k | 113.39 |