Walt Disney Company shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Walt Disney Company
Tip: Access up to 7 years of quarterly data
All positions including Walt Disney Company held by SOA Wealth 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 SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 12k | 96.19 |
| 2024-06-30 | $1.3M | 13k | 99.29 |
| 2024-03-31 | $2.1M | 17k | 122.36 |
| 2023-12-31 | $1.6M | 18k | 90.29 |
| 2023-09-30 | $1.4M | 18k | 81.05 |
| 2023-06-30 | $1.7M | 20k | 89.28 |
| 2023-03-31 | $2.8M | 28k | 100.13 |
| 2022-12-31 | $2.4M | 27k | 86.88 |
| 2022-09-30 | $2.6M | 28k | 94.31 |
| 2022-06-30 | $2.6M | 28k | 94.38 |
| 2022-03-31 | $3.9M | 28k | 137.14 |
| 2021-12-31 | $4.4M | 28k | 155.93 |
| 2021-09-30 | $4.8M | 29k | 169.17 |
| 2021-06-30 | $5.0M | 28k | 175.75 |
| 2021-03-31 | $5.6M | 30k | 184.51 |
| 2020-12-31 | $5.9M | 31k | 189.62 |