Walt Disney Company shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 41k | 114.50 |
| 2025-06-30 | $5.3M | 43k | 124.01 |
| 2025-03-31 | $4.2M | 42k | 98.70 |
| 2024-12-31 | $4.0M | 36k | 111.35 |
| 2024-09-30 | $2.9M | 30k | 96.19 |
| 2024-06-30 | $2.1M | 21k | 99.29 |
| 2024-03-31 | $2.6M | 21k | 122.36 |
| 2023-12-31 | $2.2M | 25k | 90.29 |
| 2023-09-30 | $2.2M | 27k | 81.05 |
| 2023-06-30 | $2.7M | 31k | 89.28 |
| 2023-03-31 | $2.5M | 25k | 100.13 |
| 2022-12-31 | $2.2M | 25k | 86.88 |
| 2022-09-30 | $3.6M | 38k | 94.32 |
| 2022-06-30 | $3.7M | 39k | 94.39 |
| 2022-03-31 | $4.0M | 29k | 137.15 |
| 2021-12-31 | $3.5M | 23k | 154.90 |
| 2021-09-30 | $2.3M | 13k | 169.17 |
| 2021-06-30 | $1.9M | 11k | 175.80 |
| 2021-03-31 | $1.4M | 7.5k | 184.53 |
| 2020-12-31 | $1.3M | 7.1k | 181.11 |
| 2020-09-30 | $877k | 7.1k | 123.98 |
| 2020-06-30 | $972k | 8.7k | 111.42 |
| 2020-03-31 | $2.6M | 27k | 96.59 |
| 2019-12-31 | $3.7M | 25k | 144.61 |
| 2019-09-30 | $3.3M | 25k | 130.31 |
| 2019-06-30 | $3.5M | 25k | 139.60 |
| 2019-03-31 | $2.4M | 22k | 111.01 |
| 2018-12-31 | $1.9M | 18k | 109.65 |
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