Walt Disney Company shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Walt Disney Company
Tip: Access up to 7 years of quarterly data
All positions including Walt Disney Company held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Walt Disney Company by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 18k | 96.19 |
| 2024-06-30 | $1.8M | 18k | 99.29 |
| 2024-03-31 | $2.4M | 20k | 122.36 |
| 2023-12-31 | $2.1M | 24k | 90.29 |
| 2023-09-30 | $1.2M | 15k | 81.05 |
| 2023-06-30 | $1.5M | 17k | 89.28 |
| 2023-03-31 | $1.7M | 17k | 100.13 |
| 2022-12-31 | $1.6M | 18k | 86.88 |
| 2022-09-30 | $1.6M | 17k | 94.34 |
| 2022-06-30 | $1.7M | 18k | 94.38 |
| 2022-03-31 | $2.5M | 18k | 137.15 |
| 2021-12-31 | $2.9M | 19k | 154.87 |
| 2021-09-30 | $3.2M | 19k | 169.20 |
| 2021-06-30 | $3.3M | 19k | 175.80 |
| 2021-03-31 | $3.9M | 21k | 184.50 |
| 2020-12-31 | $5.9M | 33k | 181.17 |
| 2020-09-30 | $4.0M | 32k | 124.02 |
| 2020-06-30 | $3.6M | 32k | 112.92 |
| 2020-03-31 | $3.6M | 37k | 96.59 |
| 2019-12-31 | $4.5M | 31k | 144.64 |
| 2019-09-30 | $3.6M | 28k | 130.36 |
| 2019-06-30 | $4.1M | 29k | 139.61 |
| 2019-03-31 | $3.1M | 28k | 110.52 |
| 2018-12-31 | $3.0M | 27k | 109.64 |
| 2018-09-30 | $3.2M | 27k | 117.80 |
| 2018-06-30 | $2.9M | 27k | 105.44 |
| 2018-03-31 | $2.6M | 26k | 100.42 |
| 2017-12-31 | $2.8M | 26k | 107.51 |
| 2017-09-30 | $2.6M | 26k | 98.56 |
| 2017-06-30 | $2.7M | 25k | 106.26 |
| 2017-03-31 | $2.8M | 25k | 113.40 |
| 2016-12-31 | $2.6M | 25k | 104.23 |