Walt Disney Company shares owned by Lee Financial
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $178k | 2.0k | 90.58 |
| 2023-09-30 | $172k | 2.1k | 81.05 |
| 2023-06-30 | $187k | 2.1k | 89.28 |
| 2023-03-31 | $210k | 2.1k | 100.13 |
| 2022-12-31 | $191k | 2.2k | 86.88 |
| 2022-09-30 | $209k | 2.2k | 94.49 |
| 2022-06-30 | $154k | 1.6k | 94.60 |
| 2022-03-31 | $255k | 1.5k | 166.67 |
| 2021-12-31 | $228k | 1.5k | 148.15 |
| 2021-09-30 | $252k | 1.5k | 169.13 |
| 2021-06-30 | $262k | 1.5k | 175.84 |
| 2021-03-31 | $277k | 1.5k | 184.67 |
| 2020-12-31 | $36k | 200 | 180.00 |
| 2020-09-30 | $27k | 219 | 123.29 |
| 2020-06-30 | $26k | 231 | 112.55 |
| 2020-03-31 | $22k | 231 | 95.24 |
| 2019-12-31 | $47k | 326 | 144.17 |
| 2019-09-30 | $74k | 566 | 130.74 |
| 2019-06-30 | $104k | 742 | 140.16 |
| 2019-03-31 | $82k | 742 | 110.51 |
| 2018-12-31 | $73k | 668 | 109.28 |
| 2018-09-30 | $78k | 668 | 116.77 |
| 2018-06-30 | $122k | 1.2k | 104.79 |
| 2018-03-31 | $93k | 927 | 100.47 |
| 2017-12-31 | $97k | 904 | 107.30 |
| 2017-09-30 | $65k | 655 | 99.24 |
| 2017-06-30 | $112k | 1.1k | 106.46 |
| 2017-03-31 | $111k | 978 | 113.50 |
| 2016-12-31 | $116k | 1.1k | 103.94 |