Walt Disney Company shares owned by Source Financial Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in Walt Disney Company
Tip: Access up to 7 years of quarterly data
All positions including Walt Disney Company held by Source Financial 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 Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $748k | 7.8k | 96.19 |
| 2024-06-30 | $808k | 8.1k | 99.29 |
| 2024-03-31 | $573k | 4.7k | 122.36 |
| 2023-12-31 | $422k | 4.7k | 90.29 |
| 2023-09-30 | $351k | 4.3k | 81.05 |
| 2023-06-30 | $380k | 4.3k | 89.28 |
| 2023-03-31 | $487k | 4.9k | 100.14 |
| 2022-12-31 | $365k | 4.2k | 86.88 |
| 2022-09-30 | $440k | 4.7k | 94.37 |
| 2022-06-30 | $390k | 4.1k | 94.79 |
| 2022-03-31 | $562k | 4.1k | 137.29 |
| 2021-12-31 | $650k | 4.2k | 154.96 |
| 2021-09-30 | $711k | 4.2k | 167.54 |
| 2021-06-30 | $731k | 4.2k | 173.18 |
| 2021-03-31 | $773k | 4.2k | 184.58 |
| 2020-12-31 | $692k | 3.8k | 181.10 |