Walt Disney Company shares owned by Wells Trecaso Financial Group
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Wells Trecaso Financial Group
from 13F filings
Historical chart of Wells Trecaso Financial Group investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Wells Trecaso Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.2M | 42k | 122.36 |
| 2023-12-31 | $3.6M | 40k | 90.29 |
| 2023-09-30 | $3.2M | 40k | 81.05 |
| 2023-06-30 | $3.6M | 40k | 89.28 |
| 2023-03-31 | $4.0M | 40k | 100.13 |
| 2022-12-31 | $3.3M | 39k | 86.88 |
| 2022-09-30 | $3.7M | 38k | 98.04 |
| 2022-06-30 | $3.5M | 37k | 93.33 |
| 2022-03-31 | $5.1M | 37k | 137.16 |
| 2021-12-31 | $5.6M | 35k | 160.00 |
| 2021-09-30 | $5.7M | 34k | 169.17 |
| 2021-06-30 | $5.8M | 34k | 173.23 |
| 2021-03-31 | $5.9M | 33k | 181.10 |
| 2020-12-31 | $5.9M | 33k | 181.10 |
| 2020-09-30 | $4.1M | 33k | 123.08 |
| 2020-06-30 | $3.6M | 32k | 111.51 |
| 2020-03-31 | $2.8M | 31k | 93.02 |
| 2019-12-31 | $4.1M | 29k | 142.11 |
| 2019-09-30 | $3.7M | 29k | 130.32 |
| 2019-06-30 | $3.9M | 28k | 139.62 |
| 2019-03-31 | $3.1M | 28k | 110.64 |
| 2018-12-31 | $3.0M | 27k | 109.64 |
| 2018-09-30 | $3.2M | 27k | 117.35 |
| 2018-06-30 | $2.8M | 27k | 104.80 |
| 2018-03-31 | $2.6M | 26k | 100.44 |
| 2017-12-31 | $2.4M | 22k | 107.51 |
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