Walt Disney Company shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $408k | 4.2k | 96.19 |
| 2024-06-30 | $441k | 4.4k | 99.29 |
| 2024-03-31 | $623k | 5.1k | 122.35 |
| 2023-12-31 | $379k | 4.2k | 90.29 |
| 2023-09-30 | $314k | 3.9k | 81.05 |
| 2023-06-30 | $292k | 3.3k | 89.28 |
| 2023-03-31 | $225k | 2.2k | 100.12 |
| 2022-09-30 | $350k | 3.7k | 93.36 |
| 2022-06-30 | $346k | 3.7k | 94.41 |
| 2022-03-31 | $918k | 6.7k | 137.16 |
| 2021-12-31 | $1.0M | 6.6k | 154.96 |
| 2021-09-30 | $1.6M | 9.5k | 169.19 |
| 2021-06-30 | $1.7M | 9.6k | 175.72 |
| 2021-03-31 | $1.7M | 9.3k | 184.50 |
| 2020-12-31 | $1.6M | 8.7k | 181.15 |
| 2020-09-30 | $900k | 7.3k | 124.09 |
| 2020-06-30 | $562k | 5.0k | 111.53 |
| 2020-03-31 | $272k | 2.8k | 96.63 |
| 2019-12-31 | $273k | 1.9k | 144.60 |
| 2019-09-30 | $234k | 1.8k | 130.14 |
| 2019-06-30 | $229k | 1.6k | 144.85 |
| 2018-06-30 | $498k | 5.7k | 87.46 |
| 2018-03-31 | $34k | 5.6k | 6.00 |
| 2017-12-31 | $511k | 4.8k | 107.58 |
| 2017-09-30 | $419k | 4.2k | 98.61 |
| 2017-06-30 | $451k | 4.2k | 106.22 |
| 2013-03-31 | $23k | 406 | 56.65 |
| 2012-12-31 | $20k | 406 | 49.26 |
| 2012-09-30 | $21k | 394 | 53.30 |
| 2012-06-30 | $19k | 538 | 35.32 |
| 2011-12-31 | $17k | 463 | 36.72 |
| 2011-09-30 | $12k | 413 | 29.06 |
| 2011-03-31 | $20k | 475 | 42.11 |
| 2010-12-31 | $11k | 293 | 37.54 |