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Walt Disney Company shares owned by One Charles Private Wealth Services

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by One Charles Private Wealth Services from 13F filings

Historical chart of One Charles Private Wealth Services investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by One Charles Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $221k 1.8k 124.01
2024-12-31 $200k 1.8k 111.35
2024-09-30 $204k 2.1k 96.19
2024-03-31 $271k 2.2k 122.36
2023-06-30 $225k 2.5k 89.28
2023-03-31 $255k 2.5k 100.13
2022-12-31 $269k 3.1k 86.88
2022-09-30 $289k 3.1k 94.41
2022-06-30 $282k 3.0k 92.79
2022-03-31 $421k 3.1k 137.31
2021-12-31 $473k 3.1k 154.78
2021-09-30 $514k 3.0k 169.30
2021-06-30 $534k 3.0k 175.89
2020-09-30 $258k 2.1k 124.28
2020-06-30 $869k 7.3k 118.42