Walt Disney Company shares owned by UMA Financial Services
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Walt Disney Company
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All positions including Walt Disney Company held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Walt Disney Company by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $246k | 2.6k | 94.21 |
| 2024-06-30 | $287k | 2.9k | 98.46 |
| 2024-03-31 | $348k | 3.1k | 113.86 |
| 2023-12-31 | $328k | 3.5k | 95.07 |
| 2023-09-30 | $309k | 3.7k | 84.70 |
| 2023-06-30 | $380k | 4.2k | 90.50 |
| 2023-03-31 | $413k | 4.2k | 98.75 |
| 2022-12-31 | $440k | 4.1k | 106.00 |
| 2022-09-30 | $399k | 4.0k | 100.91 |
| 2022-06-30 | $400k | 3.8k | 106.21 |
| 2022-03-31 | $396k | 3.4k | 116.23 |
| 2021-12-31 | $477k | 3.0k | 157.84 |
| 2021-09-30 | $537k | 3.0k | 176.47 |
| 2021-06-30 | $534k | 3.1k | 174.97 |
| 2021-03-31 | $492k | 2.6k | 188.65 |
| 2020-12-31 | $477k | 2.6k | 182.90 |
| 2020-09-30 | $312k | 2.6k | 120.14 |
| 2020-06-30 | $349k | 2.7k | 128.64 |
| 2020-03-31 | $325k | 3.2k | 100.90 |
| 2019-12-31 | $285k | 2.0k | 144.01 |
| 2019-09-30 | $296k | 2.0k | 149.57 |