Walt Disney Company shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph Wealth Advisors investment in Walt Disney Company
Tip: Access up to 7 years of quarterly data
All positions including Walt Disney Company held by Monograph 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 Monograph Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 11k | 96.19 |
| 2024-06-30 | $1.1M | 11k | 99.29 |
| 2024-03-31 | $1.1M | 8.7k | 122.37 |
| 2023-12-31 | $400k | 4.4k | 90.60 |
| 2023-09-30 | $338k | 4.2k | 81.06 |
| 2023-06-30 | $373k | 4.2k | 89.29 |
| 2023-03-31 | $419k | 4.2k | 100.14 |
| 2022-12-31 | $532k | 6.1k | 86.89 |
| 2022-09-30 | $394k | 4.2k | 94.28 |
| 2022-06-30 | $394k | 4.2k | 94.37 |
| 2022-03-31 | $925k | 6.7k | 137.16 |
| 2021-12-31 | $853k | 5.5k | 154.95 |