Walt Disney Company shares owned by West Financial Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $11k | 100 | 111.35 |
| 2024-09-30 | $8.3k | 86 | 96.20 |
| 2024-06-30 | $8.5k | 86 | 99.29 |
| 2024-03-31 | $11k | 86 | 122.36 |
| 2023-12-31 | $7.8k | 86 | 90.29 |
| 2023-09-30 | $7.0k | 86 | 81.06 |
| 2023-06-30 | $20k | 228 | 89.28 |
| 2023-03-31 | $14k | 142 | 100.13 |
| 2022-12-31 | $12k | 142 | 86.88 |
| 2022-09-30 | $13k | 142 | 91.55 |
| 2022-06-30 | $13k | 142 | 91.55 |
| 2022-03-31 | $25k | 181 | 138.12 |
| 2021-12-31 | $142k | 915 | 155.19 |
| 2021-09-30 | $155k | 915 | 169.40 |
| 2021-06-30 | $93k | 531 | 175.14 |
| 2021-03-31 | $158k | 856 | 184.58 |
| 2020-12-31 | $196k | 1.1k | 181.31 |