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