Walt Disney Company shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $535k | 4.4k | 122.37 |
| 2023-09-30 | $494k | 6.1k | 81.04 |
| 2023-06-30 | $585k | 6.6k | 89.27 |
| 2023-03-31 | $634k | 6.3k | 100.12 |
| 2022-12-31 | $554k | 6.4k | 86.87 |
| 2022-09-30 | $598k | 6.3k | 94.34 |
| 2022-06-30 | $592k | 6.3k | 94.37 |
| 2022-03-31 | $889k | 6.5k | 137.09 |
| 2021-12-31 | $870k | 5.6k | 154.80 |
| 2021-09-30 | $943k | 5.6k | 169.15 |
| 2021-06-30 | $962k | 5.5k | 175.77 |
| 2021-03-31 | $712k | 3.9k | 184.60 |
| 2020-12-31 | $661k | 3.6k | 181.15 |
| 2020-09-30 | $453k | 3.6k | 124.14 |
| 2020-06-30 | $394k | 3.5k | 111.46 |
| 2020-03-31 | $221k | 2.3k | 96.51 |
| 2019-12-31 | $334k | 2.3k | 144.78 |
| 2019-09-30 | $301k | 2.3k | 130.47 |
| 2019-06-30 | $290k | 2.1k | 139.83 |
| 2019-03-31 | $202k | 1.8k | 110.87 |
| 2018-12-31 | $239k | 2.2k | 109.78 |
| 2018-09-30 | $258k | 2.2k | 117.17 |
| 2018-06-30 | $229k | 2.2k | 104.81 |
| 2018-03-31 | $221k | 2.2k | 100.59 |
| 2017-12-31 | $239k | 2.2k | 107.66 |
| 2017-09-30 | $211k | 2.1k | 98.55 |
| 2017-06-30 | $222k | 2.1k | 106.02 |
| 2017-03-31 | $249k | 2.2k | 113.39 |
| 2016-12-31 | $226k | 2.2k | 104.00 |
| 2016-09-30 | $200k | 2.2k | 92.89 |
| 2016-06-30 | $219k | 2.2k | 97.90 |
| 2016-03-31 | $222k | 2.2k | 99.24 |
| 2015-12-31 | $243k | 2.3k | 105.10 |
| 2015-09-30 | $236k | 2.3k | 102.43 |
| 2015-06-30 | $263k | 2.3k | 114.25 |
| 2015-03-31 | $223k | 2.1k | 104.84 |
More positions owned by Summit Financial Strategies
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