Walt Disney Company shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $718k | 8.0k | 90.29 |
| 2023-09-30 | $398k | 4.9k | 81.04 |
| 2023-06-30 | $440k | 4.9k | 89.28 |
| 2023-03-31 | $495k | 4.9k | 100.13 |
| 2022-12-31 | $426k | 4.9k | 86.88 |
| 2022-09-30 | $457k | 4.8k | 94.25 |
| 2022-06-30 | $1.1M | 12k | 94.42 |
| 2022-03-31 | $1.6M | 12k | 137.13 |
| 2021-12-31 | $2.3M | 15k | 154.87 |
| 2021-09-30 | $2.4M | 14k | 169.14 |
| 2021-06-30 | $2.4M | 14k | 175.75 |
| 2021-03-31 | $2.5M | 14k | 184.50 |
| 2020-12-31 | $2.4M | 13k | 181.18 |