Walt Disney Company shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Walt Disney Company
Tip: Access up to 7 years of quarterly data
All positions including Walt Disney Company held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Walt Disney Company by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.3M | 35k | 96.19 |
| 2024-06-30 | $4.3M | 44k | 99.29 |
| 2024-03-31 | $5.8M | 47k | 122.36 |
| 2023-09-30 | $2.6M | 32k | 81.05 |
| 2023-06-30 | $2.8M | 32k | 89.28 |
| 2023-03-31 | $3.7M | 37k | 100.13 |
| 2022-12-31 | $2.5M | 29k | 86.88 |
| 2022-09-30 | $3.8M | 40k | 94.33 |
| 2022-06-30 | $3.7M | 40k | 94.39 |
| 2022-03-31 | $5.2M | 38k | 137.16 |
| 2021-12-31 | $5.3M | 34k | 154.88 |
| 2021-09-30 | $5.0M | 30k | 169.18 |
| 2021-06-30 | $2.7M | 16k | 175.79 |
| 2021-03-31 | $2.9M | 16k | 184.52 |
| 2020-12-31 | $3.4M | 19k | 181.16 |
| 2020-09-30 | $3.0M | 24k | 124.09 |
| 2020-06-30 | $3.2M | 29k | 111.52 |
| 2020-03-31 | $2.9M | 31k | 96.61 |
| 2019-12-31 | $3.9M | 29k | 138.33 |
| 2019-09-30 | $3.9M | 28k | 138.60 |
| 2019-06-30 | $3.8M | 28k | 134.85 |
| 2019-03-31 | $3.6M | 33k | 111.02 |
| 2018-12-31 | $3.6M | 33k | 109.44 |
| 2018-09-30 | $2.6M | 22k | 117.05 |
| 2018-06-30 | $2.2M | 21k | 104.79 |
| 2018-03-31 | $1.5M | 15k | 100.49 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors