Walt Disney Company shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Walt Disney Company
Tip: Access up to 7 years of quarterly data
All positions including Walt Disney Company held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Walt Disney Company by Holistic Financial Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $260k | 2.1k | 122.36 |
2023-06-30 | $243k | 2.7k | 89.28 |
2023-03-31 | $276k | 2.8k | 100.13 |
2022-12-31 | $249k | 2.9k | 86.88 |
2022-09-30 | $217k | 2.3k | 94.43 |
2022-06-30 | $217k | 2.3k | 94.43 |
2022-03-31 | $341k | 2.5k | 137.33 |
2021-12-31 | $381k | 2.5k | 154.69 |
2021-09-30 | $417k | 2.5k | 169.31 |
2021-06-30 | $458k | 2.6k | 175.95 |
2021-03-31 | $466k | 2.5k | 184.55 |
2020-12-31 | $533k | 2.9k | 181.11 |
2020-09-30 | $261k | 2.1k | 123.99 |
2020-06-30 | $254k | 2.3k | 111.35 |
2018-03-31 | $49k | 488 | 100.41 |
2017-12-31 | $58k | 541 | 107.21 |
More positions owned by Holistic Financial Partners
View all positions for Holistic Financial Partners