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Walt Disney Company shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Walt Disney Company

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All positions including Walt Disney Company held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 21k 96.16
2024-06-30 $1.7M 17k 99.29
2024-03-31 $1.9M 15k 122.37
2023-12-31 $1.5M 17k 90.29
2023-09-30 $861k 4.8k 178.77
2023-06-30 $614k 6.9k 89.28