Walt Disney Company shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $13M | 105k | 122.36 |
| 2023-12-31 | $9.5M | 105k | 90.29 |
| 2023-09-30 | $8.8M | 109k | 81.05 |
| 2023-06-30 | $10M | 112k | 89.28 |
| 2023-03-31 | $1.1M | 11k | 100.13 |
| 2022-12-31 | $925k | 11k | 86.88 |
| 2022-09-30 | $1.0M | 11k | 94.34 |
| 2022-06-30 | $1.1M | 11k | 94.43 |
| 2022-03-31 | $1.6M | 12k | 137.14 |
| 2021-12-31 | $2.6M | 17k | 154.85 |
| 2021-09-30 | $1.7M | 9.9k | 169.17 |
| 2021-06-30 | $1.7M | 9.6k | 175.76 |
| 2021-03-31 | $1.8M | 9.5k | 184.52 |
| 2020-12-31 | $1.9M | 11k | 181.21 |
| 2020-09-30 | $738k | 5.9k | 124.10 |
| 2020-06-30 | $637k | 5.7k | 111.58 |
| 2020-03-31 | $460k | 4.8k | 96.68 |
| 2019-12-31 | $525k | 3.6k | 144.71 |
| 2019-09-30 | $461k | 3.5k | 130.30 |
| 2019-06-30 | $483k | 3.5k | 139.56 |
| 2019-03-31 | $369k | 3.3k | 110.98 |
| 2018-12-31 | $357k | 3.3k | 109.64 |
| 2018-09-30 | $413k | 3.5k | 116.96 |
| 2018-06-30 | $273k | 2.6k | 104.64 |
| 2018-03-31 | $243k | 2.4k | 100.33 |
| 2017-12-31 | $318k | 3.0k | 107.40 |
| 2017-09-30 | $312k | 3.2k | 98.70 |
| 2017-06-30 | $336k | 3.2k | 106.33 |
| 2017-03-31 | $483k | 4.3k | 113.30 |
| 2016-12-31 | $352k | 3.4k | 104.30 |
| 2016-09-30 | $357k | 3.9k | 92.73 |
| 2016-06-30 | $372k | 3.8k | 97.77 |
| 2016-03-31 | $378k | 3.8k | 99.34 |
| 2015-12-31 | $280k | 2.7k | 105.14 |
| 2015-09-30 | $282k | 2.8k | 102.06 |
| 2015-06-30 | $246k | 2.2k | 114.10 |