Walt Disney Company shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $327k | 3.4k | 96.18 |
| 2024-06-30 | $656k | 6.6k | 99.28 |
| 2024-03-31 | $449k | 3.7k | 122.34 |
| 2023-12-31 | $351k | 3.9k | 90.28 |
| 2023-09-30 | $378k | 4.7k | 81.04 |
| 2023-06-30 | $1.1M | 12k | 89.28 |
| 2023-03-31 | $1.3M | 13k | 100.13 |
| 2022-12-31 | $983k | 11k | 86.88 |
| 2022-09-30 | $1.4M | 14k | 94.35 |
| 2022-06-30 | $1.3M | 14k | 94.43 |
| 2022-03-31 | $3.2M | 23k | 137.34 |
| 2021-12-31 | $3.3M | 21k | 154.92 |
| 2021-09-30 | $3.4M | 20k | 169.50 |
| 2021-06-30 | $3.6M | 20k | 175.76 |
| 2021-03-31 | $3.6M | 20k | 184.50 |
| 2020-12-31 | $3.4M | 19k | 181.13 |
| 2020-09-30 | $1.9M | 17k | 111.49 |
| 2020-06-30 | $1.9M | 17k | 111.49 |
| 2020-03-31 | $1.8M | 19k | 96.43 |
| 2019-12-31 | $2.3M | 16k | 144.55 |
| 2019-09-30 | $2.1M | 16k | 130.54 |
| 2019-06-30 | $2.4M | 17k | 139.63 |
| 2019-03-31 | $2.0M | 18k | 111.00 |
| 2018-12-31 | $445k | 4.1k | 109.10 |
| 2018-09-30 | $420k | 4.0k | 104.95 |
| 2018-06-30 | $425k | 4.0k | 106.20 |
| 2018-03-31 | $384k | 3.8k | 100.68 |
| 2017-12-31 | $318k | 2.9k | 107.94 |
| 2017-09-30 | $283k | 2.9k | 99.02 |
| 2017-06-30 | $295k | 2.9k | 103.22 |
| 2017-03-31 | $308k | 2.7k | 113.11 |
| 2016-12-31 | $285k | 2.7k | 105.87 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners