Walt Disney Company shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial Partners investment in Walt Disney Company
Tip: Access up to 7 years of quarterly data
All positions including Walt Disney Company held by Sweet Financial Partners 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 Sweet Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $854k | 8.9k | 96.19 |
| 2024-06-30 | $894k | 9.0k | 99.29 |
| 2024-03-31 | $1.1M | 9.2k | 122.36 |
| 2023-12-31 | $828k | 9.2k | 90.29 |
| 2023-09-30 | $750k | 9.3k | 81.05 |
| 2023-06-30 | $687k | 7.7k | 89.28 |
| 2023-03-31 | $753k | 7.5k | 100.13 |
| 2022-12-31 | $646k | 7.4k | 86.88 |
| 2022-09-30 | $496k | 5.3k | 94.26 |
| 2022-06-30 | $424k | 4.5k | 94.35 |
| 2022-03-31 | $617k | 4.5k | 137.14 |
| 2021-12-31 | $611k | 3.9k | 154.96 |