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Walt Disney Company shares owned by Synergy Financial Group

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Synergy Financial Group from 13F filings

Historical chart of Synergy Financial Group investment in Walt Disney Company

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All positions including Walt Disney Company held by Synergy Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by Synergy Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 11k 90.29
2023-09-30 $952k 12k 81.05
2023-06-30 $1.1M 13k 89.28
2023-03-31 $1.1M 11k 100.13
2022-12-31 $950k 11k 86.88
2022-09-30 $1.2M 13k 94.35
2022-06-30 $1.2M 13k 94.43
2022-03-31 $2.0M 15k 137.19
2021-12-31 $2.1M 14k 154.90