Walt Disney Company shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.3M | 47k | 111.35 |
| 2024-09-30 | $4.5M | 47k | 96.19 |
| 2024-06-30 | $4.6M | 47k | 99.29 |
| 2024-03-31 | $5.7M | 46k | 122.36 |
| 2023-12-31 | $4.2M | 46k | 90.29 |
| 2023-09-30 | $3.5M | 43k | 81.05 |
| 2023-06-30 | $3.9M | 44k | 89.28 |
| 2023-03-31 | $4.5M | 45k | 100.13 |
| 2022-12-31 | $3.7M | 43k | 86.88 |
| 2022-09-30 | $3.3M | 35k | 94.34 |
| 2022-06-30 | $3.3M | 35k | 94.41 |
| 2022-03-31 | $4.6M | 33k | 137.15 |
| 2021-12-31 | $5.0M | 32k | 154.89 |
| 2021-09-30 | $5.4M | 32k | 169.17 |
| 2021-06-30 | $5.3M | 30k | 175.75 |
| 2021-03-31 | $5.5M | 30k | 184.52 |
| 2020-12-31 | $5.5M | 30k | 181.19 |
| 2020-09-30 | $3.8M | 31k | 124.09 |
| 2020-06-30 | $3.5M | 32k | 111.50 |
| 2020-03-31 | $2.8M | 29k | 96.58 |
| 2019-12-31 | $3.5M | 3.5k | 1000.00 |
| 2019-09-30 | $3.2M | 25k | 130.33 |
| 2019-06-30 | $4.0M | 29k | 139.62 |
| 2019-03-31 | $3.0M | 27k | 111.12 |
| 2018-09-30 | $2.2M | 19k | 115.60 |
| 2018-06-30 | $2.1M | 20k | 104.16 |
| 2018-03-31 | $1.9M | 19k | 100.80 |
| 2017-12-31 | $2.0M | 18k | 107.36 |
| 2017-09-30 | $2.0M | 20k | 98.45 |
| 2017-06-30 | $2.0M | 19k | 106.58 |
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