Walt Disney Company shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 11k | 96.19 |
| 2024-06-30 | $996k | 10k | 99.29 |
| 2024-03-31 | $1.3M | 10k | 122.36 |
| 2023-12-31 | $1.0M | 11k | 90.29 |
| 2023-09-30 | $947k | 12k | 81.05 |
| 2023-06-30 | $1.0M | 12k | 89.28 |
| 2023-03-31 | $1.2M | 12k | 100.13 |
| 2022-12-31 | $1.0M | 12k | 86.88 |
| 2022-09-30 | $1.2M | 13k | 94.34 |
| 2022-06-30 | $1.3M | 13k | 94.39 |
| 2022-03-31 | $1.9M | 14k | 137.16 |
| 2021-12-31 | $2.0M | 13k | 154.86 |
| 2021-09-30 | $2.2M | 13k | 169.14 |
| 2021-06-30 | $2.1M | 12k | 175.81 |
| 2021-03-31 | $2.5M | 13k | 184.52 |
| 2020-12-31 | $2.6M | 14k | 181.20 |
| 2020-09-30 | $1.8M | 14k | 124.10 |
| 2020-06-30 | $1.6M | 14k | 111.49 |
| 2020-03-31 | $1.4M | 14k | 96.62 |
| 2019-12-31 | $2.1M | 14k | 144.65 |
| 2019-09-30 | $1.8M | 14k | 130.31 |
| 2019-06-30 | $2.0M | 14k | 139.67 |
| 2019-03-31 | $1.8M | 16k | 111.04 |
| 2018-12-31 | $1.7M | 16k | 109.62 |
| 2018-09-30 | $1.9M | 16k | 116.93 |
| 2018-06-30 | $1.7M | 16k | 104.83 |
| 2018-03-31 | $1.7M | 17k | 100.41 |
| 2017-12-31 | $1.9M | 17k | 107.49 |
| 2017-09-30 | $1.7M | 17k | 98.59 |
| 2017-06-30 | $1.9M | 18k | 106.27 |
| 2017-03-31 | $1.9M | 19k | 104.24 |
| 2016-12-31 | $1.9M | 19k | 104.24 |
| 2016-09-30 | $1.8M | 20k | 92.87 |
| 2016-06-30 | $1.9M | 19k | 97.84 |
| 2016-03-31 | $2.0M | 20k | 99.29 |
| 2015-12-31 | $2.1M | 20k | 105.11 |
| 2015-09-30 | $2.0M | 20k | 102.20 |
| 2015-06-30 | $1.0M | 8.9k | 114.15 |
| 2015-03-31 | $936k | 8.9k | 104.84 |
| 2014-12-31 | $848k | 9.0k | 94.24 |
| 2014-09-30 | $815k | 9.2k | 89.02 |
| 2014-06-30 | $787k | 9.2k | 85.69 |
| 2014-03-31 | $747k | 9.3k | 80.07 |
| 2013-12-31 | $738k | 9.7k | 76.37 |
| 2013-09-30 | $632k | 9.8k | 64.54 |
| 2013-06-30 | $481k | 7.6k | 63.15 |
| 2013-03-31 | $436k | 7.7k | 56.76 |