Walt Disney Company shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment Management investment in Walt Disney Company
Tip: Access up to 7 years of quarterly data
All positions including Walt Disney Company held by Smallwood Wealth Investment Management 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 Smallwood Wealth Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $589k | 5.3k | 111.35 |
| 2024-09-30 | $506k | 5.3k | 96.19 |
| 2024-06-30 | $548k | 5.5k | 99.29 |
| 2024-03-31 | $676k | 5.5k | 122.36 |
| 2023-12-31 | $499k | 5.5k | 90.29 |
| 2023-09-30 | $452k | 5.6k | 81.05 |
| 2023-06-30 | $516k | 5.8k | 89.28 |
| 2023-03-31 | $580k | 5.8k | 100.13 |
| 2022-12-31 | $551k | 6.3k | 86.88 |
| 2022-09-30 | $601k | 6.4k | 94.41 |
| 2022-06-30 | $602k | 6.4k | 94.42 |
| 2022-03-31 | $797k | 5.8k | 137.15 |
| 2021-12-31 | $553k | 3.6k | 154.86 |
More positions owned by Smallwood Wealth Investment Management
View all positions for Smallwood Wealth Investment Management