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Walt Disney Company shares owned by Clear Perspectives Financial Planning

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Clear Perspectives Financial Planning from 13F filings

Historical chart of Clear Perspectives Financial Planning investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Walt Disney Company by Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $1.2k 12 100.17
2022-12-31 $1.0k 12 86.92
2022-09-30 $999 12 83.33
2022-06-30 $999 12 83.33
2022-03-31 $25k 181 138.12
2021-12-31 $12k 80 150.00
2021-09-30 $13k 76 171.05
2021-06-30 $1.0k 8 125.00
2021-03-31 $1.0k 8 125.00
2020-12-31 $1.0k 8 125.00

More positions owned by Clear Perspectives Financial Planning

Procter & Gamble Company (PG)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
Morgan Stanley
Geode Capital Management
FMR
Trian Fund Management
State Farm Mutual Automobile Insurance Company
Northern Trust
Bank of America Corporation
Citadel Advisors
Susquehanna International
Royal Bank of Canada
Loomis, Sayles and
Amundi
Legal & General Group

View all funds holding Walt Disney Company