Walt Disney Company shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $263k | 2.7k | 96.20 |
| 2024-06-30 | $212k | 2.1k | 99.29 |
| 2024-03-31 | $264k | 2.2k | 122.36 |
| 2023-09-30 | $228k | 2.8k | 81.05 |
| 2023-06-30 | $257k | 2.9k | 89.28 |
| 2023-03-31 | $290k | 2.9k | 100.13 |
| 2022-12-31 | $245k | 2.8k | 86.88 |
More positions owned by Lodestone Wealth Management
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