Walt Disney Company shares owned by Montz Harcus Wealth Management
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Montz Harcus Wealth Management
from 13F filings
Historical chart of Montz Harcus Wealth Management investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Montz Harcus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $213k | 1.9k | 114.48 |
| 2025-06-30 | $259k | 2.1k | 124.03 |
| 2025-03-31 | $205k | 2.1k | 98.70 |
| 2024-12-31 | $227k | 2.0k | 111.36 |
| 2024-06-30 | $211k | 2.1k | 99.28 |
| 2024-03-31 | $278k | 2.3k | 122.35 |
| 2023-12-31 | $218k | 2.4k | 90.27 |
| 2023-06-30 | $204k | 2.3k | 89.26 |
| 2023-03-31 | $243k | 2.4k | 100.11 |
| 2022-12-31 | $220k | 2.5k | 86.86 |
| 2022-09-30 | $238k | 2.5k | 94.18 |
| 2022-06-30 | $234k | 2.5k | 94.35 |
| 2022-03-31 | $248k | 1.8k | 137.40 |
| 2021-12-31 | $283k | 1.8k | 154.81 |
More positions owned by Montz Harcus Wealth Management
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