Walt Disney Company shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in Walt Disney Company
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All positions including Walt Disney Company held by Icon Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Walt Disney Company by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $408k | 5.0k | 81.06 |
| 2023-06-30 | $992k | 11k | 89.28 |
| 2023-03-31 | $1.2M | 12k | 100.13 |
| 2022-06-30 | $1.0M | 11k | 94.41 |
| 2022-03-31 | $1.6M | 12k | 137.12 |
| 2021-12-31 | $798k | 5.2k | 154.92 |
| 2021-09-30 | $1.9M | 11k | 169.16 |
| 2021-06-30 | $2.0M | 11k | 175.73 |
| 2021-03-31 | $2.2M | 12k | 184.48 |
| 2020-12-31 | $710k | 3.9k | 181.21 |
| 2020-09-30 | $570k | 4.6k | 124.05 |
| 2020-06-30 | $837k | 7.5k | 111.54 |
| 2020-03-31 | $287k | 3.0k | 96.44 |
| 2019-12-31 | $232k | 1.6k | 144.73 |
| 2019-09-30 | $210k | 1.6k | 130.11 |
| 2019-06-30 | $226k | 1.6k | 139.68 |
| 2019-03-31 | $151k | 1.4k | 111.27 |
| 2018-12-31 | $135k | 1.2k | 109.67 |
| 2018-09-30 | $202k | 1.7k | 116.90 |
| 2018-06-30 | $99k | 942 | 105.10 |
| 2017-12-31 | $116k | 1.1k | 107.21 |