Walt Disney Company shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $621k | 6.5k | 96.20 |
| 2024-06-30 | $685k | 6.9k | 99.29 |
| 2024-03-31 | $844k | 6.9k | 122.36 |
| 2023-12-31 | $654k | 7.2k | 90.29 |
| 2023-09-30 | $674k | 8.3k | 81.05 |
| 2023-06-30 | $19M | 213k | 89.28 |
| 2023-03-31 | $21M | 209k | 100.13 |
| 2022-12-31 | $17M | 194k | 86.88 |
| 2022-09-30 | $18M | 190k | 94.33 |
| 2022-06-30 | $17M | 176k | 94.40 |
| 2022-03-31 | $17M | 122k | 137.16 |
| 2021-12-31 | $18M | 114k | 154.89 |
| 2021-09-30 | $18M | 104k | 169.17 |
| 2021-06-30 | $16M | 91k | 181.18 |
| 2021-03-31 | $17M | 90k | 184.52 |
| 2020-12-31 | $16M | 91k | 181.18 |
| 2020-09-30 | $8.7M | 70k | 124.08 |
| 2020-06-30 | $10M | 92k | 111.51 |
| 2020-03-31 | $5.2M | 54k | 96.60 |
| 2019-12-31 | $5.4M | 37k | 144.63 |
| 2019-09-30 | $4.4M | 34k | 130.31 |
| 2019-06-30 | $4.3M | 31k | 139.64 |
| 2019-03-31 | $3.3M | 30k | 111.03 |
| 2018-12-31 | $2.7M | 24k | 109.62 |
| 2018-09-30 | $2.7M | 23k | 116.90 |
| 2018-06-30 | $2.2M | 21k | 104.54 |
| 2018-03-31 | $2.0M | 20k | 100.66 |
| 2017-12-31 | $2.0M | 18k | 107.80 |
| 2017-09-30 | $1.7M | 17k | 98.57 |
| 2017-06-30 | $1.7M | 16k | 106.47 |
| 2017-03-31 | $1.7M | 15k | 113.28 |
| 2016-12-31 | $1.4M | 14k | 104.08 |
| 2016-09-30 | $1.3M | 14k | 92.83 |
| 2016-06-30 | $1.3M | 13k | 98.00 |
| 2016-03-31 | $962k | 9.7k | 99.68 |
| 2015-12-31 | $946k | 9.0k | 105.20 |
| 2015-09-30 | $870k | 8.5k | 102.06 |
| 2015-06-30 | $939k | 8.2k | 114.23 |
| 2015-03-31 | $850k | 8.1k | 104.83 |
| 2014-12-31 | $729k | 7.7k | 94.39 |
| 2014-09-30 | $357k | 4.0k | 89.07 |
| 2014-06-30 | $275k | 3.2k | 85.78 |
| 2014-03-31 | $256k | 3.2k | 79.85 |
| 2013-12-31 | $244k | 3.2k | 76.11 |