Walt Disney Company shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $740k | 7.7k | 96.19 |
| 2024-06-30 | $768k | 7.7k | 99.29 |
| 2024-03-31 | $932k | 7.6k | 122.36 |
| 2023-09-30 | $269k | 3.3k | 81.05 |
| 2023-06-30 | $343k | 3.8k | 89.28 |
| 2023-03-31 | $262k | 2.6k | 100.13 |
| 2022-12-31 | $246k | 2.8k | 86.88 |
| 2022-09-30 | $276k | 2.9k | 94.49 |
| 2022-06-30 | $266k | 2.8k | 94.49 |
| 2022-03-31 | $394k | 2.9k | 137.23 |
| 2021-12-31 | $449k | 2.9k | 155.04 |
| 2021-09-30 | $518k | 3.1k | 169.12 |
| 2021-06-30 | $523k | 2.9k | 179.17 |
| 2021-03-31 | $615k | 3.3k | 184.46 |
| 2020-12-31 | $527k | 2.9k | 181.22 |
More positions owned by Wescott Financial Advisory Group
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