Walt Disney Company shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $259k | 2.3k | 114.49 |
| 2025-06-30 | $280k | 2.3k | 123.99 |
| 2025-03-31 | $209k | 2.1k | 98.69 |
| 2024-12-31 | $235k | 2.1k | 111.33 |
| 2024-09-30 | $259k | 2.1k | 122.34 |
| 2024-06-30 | $210k | 2.1k | 99.28 |
| 2024-03-31 | $259k | 2.1k | 122.34 |
| 2023-12-31 | $225k | 2.5k | 90.28 |
| 2023-06-30 | $219k | 2.5k | 89.27 |
| 2023-03-31 | $292k | 3.4k | 86.87 |
| 2022-12-31 | $292k | 3.4k | 86.87 |
| 2022-09-30 | $317k | 3.4k | 94.35 |
| 2022-06-30 | $360k | 3.8k | 94.27 |
| 2022-03-31 | $588k | 4.3k | 137.22 |
| 2021-12-31 | $671k | 4.3k | 154.79 |
| 2021-09-30 | $659k | 3.9k | 169.06 |
| 2021-06-30 | $685k | 3.9k | 175.73 |
| 2021-03-31 | $712k | 3.9k | 184.55 |
| 2020-12-31 | $468k | 2.6k | 181.33 |
More positions owned by Monticello Wealth Management
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