Walt Disney Company shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $240k | 2.5k | 96.20 |
| 2024-06-30 | $331k | 3.3k | 99.28 |
| 2024-03-31 | $408k | 3.3k | 122.35 |
| 2023-12-31 | $265k | 2.9k | 90.30 |
| 2023-09-30 | $237k | 2.9k | 81.05 |
| 2023-06-30 | $262k | 2.9k | 89.29 |
| 2023-03-31 | $298k | 3.0k | 100.14 |
| 2022-12-31 | $255k | 2.9k | 86.88 |
| 2022-09-30 | $276k | 2.9k | 94.23 |
| 2022-06-30 | $277k | 2.9k | 94.57 |
| 2020-12-31 | $938k | 5.2k | 181.15 |
| 2020-09-30 | $643k | 5.2k | 124.18 |
| 2020-06-30 | $583k | 5.2k | 111.51 |
| 2020-03-31 | $703k | 7.3k | 96.57 |
| 2019-12-31 | $974k | 6.7k | 144.64 |
| 2019-09-30 | $948k | 7.3k | 130.33 |
| 2019-06-30 | $1.1M | 7.8k | 139.67 |
| 2019-03-31 | $1.2M | 11k | 111.06 |
| 2018-12-31 | $1.1M | 10k | 109.69 |
More positions owned by Summit Wealth & Retirement Planning
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