Walt Disney Company shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $729k | 7.6k | 96.21 |
| 2024-06-30 | $701k | 17k | 41.52 |
| 2024-03-31 | $853k | 7.0k | 122.43 |
| 2023-12-31 | $681k | 7.5k | 90.29 |
| 2023-09-30 | $619k | 7.6k | 81.00 |
| 2023-06-30 | $694k | 7.8k | 89.29 |
| 2023-03-31 | $789k | 7.9k | 100.14 |
| 2022-09-30 | $777k | 8.2k | 94.31 |
| 2022-06-30 | $937k | 9.9k | 94.29 |
| 2022-03-31 | $1.4M | 10k | 137.15 |
| 2021-12-31 | $1.5M | 9.7k | 154.87 |
| 2021-09-30 | $1.6M | 9.7k | 169.17 |
| 2021-06-30 | $1.4M | 8.0k | 178.66 |
| 2021-03-31 | $1.3M | 7.8k | 170.88 |
| 2020-12-31 | $1.3M | 7.8k | 170.88 |
| 2020-09-30 | $954k | 7.7k | 124.06 |
| 2020-06-30 | $857k | 7.7k | 111.50 |
| 2020-03-31 | $552k | 5.7k | 96.52 |
| 2019-12-31 | $816k | 5.6k | 144.58 |
| 2019-09-30 | $624k | 4.8k | 130.30 |
| 2019-06-30 | $929k | 6.7k | 139.66 |
| 2019-03-31 | $498k | 4.5k | 110.81 |
| 2018-12-31 | $469k | 4.3k | 109.55 |