Walt Disney Company shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $262k | 2.7k | 96.20 |
| 2024-06-30 | $270k | 2.7k | 99.28 |
| 2024-03-31 | $991k | 8.1k | 122.35 |
| 2023-09-30 | $217k | 2.7k | 81.06 |
| 2023-06-30 | $342k | 3.8k | 89.29 |
| 2023-03-31 | $384k | 3.8k | 100.14 |
| 2022-12-31 | $400k | 4.6k | 86.88 |
| 2022-09-30 | $425k | 4.5k | 94.44 |
| 2022-06-30 | $425k | 4.5k | 94.44 |
| 2022-03-31 | $617k | 4.5k | 137.11 |
| 2021-12-31 | $682k | 4.4k | 155.00 |
| 2021-09-30 | $532k | 3.2k | 168.89 |
| 2021-06-30 | $583k | 3.3k | 175.60 |
| 2021-03-31 | $611k | 3.3k | 184.04 |
| 2020-12-31 | $980k | 5.4k | 181.25 |