Walt Disney Company shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in Walt Disney Company
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All positions including Walt Disney Company held by IVC Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $437k | 3.6k | 122.36 |
2023-12-31 | $354k | 3.9k | 90.29 |
2023-09-30 | $642k | 7.9k | 81.05 |
2023-06-30 | $751k | 8.4k | 89.28 |
2023-03-31 | $875k | 8.7k | 100.13 |
2022-12-31 | $766k | 8.8k | 86.88 |
2022-09-30 | $857k | 9.1k | 94.36 |
2022-06-30 | $887k | 9.4k | 94.40 |
2022-03-31 | $1.6M | 10k | 154.87 |
2021-12-31 | $1.6M | 10k | 154.87 |
2021-09-30 | $1.8M | 10k | 169.19 |
2021-06-30 | $1.8M | 10k | 175.79 |
2021-03-31 | $1.9M | 10k | 184.56 |
2020-12-31 | $1.9M | 11k | 181.23 |