Walt Disney Company shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $914k | 7.5k | 122.36 |
| 2023-12-31 | $684k | 7.6k | 90.29 |
| 2023-09-30 | $629k | 7.8k | 81.05 |
| 2023-06-30 | $2.1M | 23k | 89.28 |
| 2023-03-31 | $2.2M | 22k | 100.13 |
| 2022-12-31 | $1.6M | 19k | 86.88 |
| 2022-09-30 | $2.2M | 23k | 94.33 |
| 2022-06-30 | $2.3M | 24k | 94.41 |
| 2022-03-31 | $2.9M | 21k | 137.15 |
| 2021-12-31 | $1.2M | 8.0k | 154.95 |
| 2021-09-30 | $1.3M | 7.6k | 169.23 |
| 2021-06-30 | $1.0M | 5.8k | 175.73 |
| 2021-03-31 | $1.1M | 5.8k | 184.44 |
| 2020-12-31 | $967k | 5.7k | 169.59 |
| 2020-09-30 | $706k | 5.7k | 124.03 |
| 2020-06-30 | $650k | 5.8k | 111.45 |
| 2020-03-31 | $583k | 6.0k | 96.52 |
| 2019-12-31 | $2.2M | 15k | 144.61 |
| 2019-09-30 | $1.9M | 14k | 132.93 |
| 2019-06-30 | $2.0M | 14k | 141.31 |
| 2019-03-31 | $1.7M | 16k | 111.05 |
| 2018-12-31 | $1.2M | 11k | 109.62 |